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5 days ago
We are seeking a skilled Equity Advisor to activate trading accounts for clients and provide guidance on equity market dynamics.
The successful candidate will be responsible for:
- Activating trading accounts for clients and guiding them in understanding equity market dynamics.
- Cross-selling investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
- Coordinating daily equity trades for clients and assisting in executing trades online or placing orders on their behalf.
- Driving revenue growth while ensuring client profitability and long-term engagement.
- Providing clients with market insights and investment advisory services based on current financial conditions.
- Acquiring new clients through referrals from existing customers.
- Reactivating inactive clients through consistent follow-ups and engagement strategies.
- Ensuring timely collection of margins and market-to-market losses.
The ideal candidate will possess the following qualifications:
- Educational Qualification: Postgraduate degree required.
- Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
- Hands-on experience in broking with a solid understanding of financial products and market trends.
- Mandatory certification: NISM Series VIII certification is necessary.
- Strong expertise in client acquisition, retention strategies, and achieving sales targets.
- Prior experience in the broking industry is essential.
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