Senior Equity Advisor Position

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,40,000
Financial Services Consultant

We are seeking an experienced Financial Services Consultant to join our team. As a consultant, you will provide financial advisory services to clients and guide them through the equity market dynamics.

Key Responsibilities:

  • Educate clients on equity market fundamentals and activate trading accounts for them.
  • Cross-sell investment products such as Insurance, Mutual Funds, PMS, SIP, and IPOs to existing clients.
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.
  • Acquire new clients through referrals from existing customers.
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Ensure timely collection of margins and market-to-market losses.

Required Skills and Qualifications:

  • Educational Qualification: Postgraduate degree required.
  • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with a reputable broking firm.
  • Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Mandatory NISM Series VIII certification.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.

What We Offer:

A dynamic work environment, opportunities for career growth, and a competitive salary package.

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