Investment Strategist

7 days ago

Delhi NCR, India beBeeTrading Full time ₹ 1,04,000 - ₹ 1,30,878
Job Opportunity

Role & responsibilities:

  • To acquire New Large Trader Clients per month.
  • Ensure best quality customer acquisition by selecting the right surrogates as per segmentation norms.
  • Participate in Local Area Program (LAP) for lead generation that branch manager organizes and play an active role in sourcing trader accounts/leads of third party products.
  • Collect margin cheques/stocks from clients, as and when required and ensure that they are captured/banked timely.
  • Generate minimum daily trading volumes and profitability for client & company.
  • Acquiring Large Trader Clients with high margin.
  • Execution of transactions in Equities (Cash and Derivatives), Currency & Commodities.
  • Ensuring efficient and prompt management of orders based on customer request.
  • Generating leads, Selling/advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds.
  • Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.
  • Day to day approvals w.r.t limits, commercials.
  • Shifting offline customers to online.
Required Skills and Qualifications

The ideal candidate will possess excellent communication and interpersonal skills. They must be able to work independently and as part of a team, demonstrating strong problem-solving abilities and a proactive approach.

Benefits

We offer a competitive salary and benefits package, including opportunities for career growth and professional development.

Others

This is a challenging yet rewarding role that requires dedication and commitment. If you are motivated and enthusiastic about delivering exceptional results, we encourage you to apply.

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