Financial Products Consultant

5 days ago


Durgapur, West Bengal, India beBeeInvestor Full time ₹ 5,00,000 - ₹ 10,00,000
Job Title: Equity Specialist

As an Equity Specialist, you will be responsible for equity sales to all clients of our branch with a special focus on high net worth individual (HNI) clients. The role requires revenue generation from equity, commodity, and equity products to meet the overall equity broking targets of the branch.

  • We are seeking an experienced and skilled Equity Specialist to join our team.
  • You will be responsible for generating Net interest income through Margin trade funding (MTF) as per assigned targets.
  • In addition to your core responsibilities, you will be expected to acquire new clients and generate revenues from new clients.
  • You will also be responsible for activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market.
  • Your role will involve helping customers to execute trades online and place orders on their behalf.
  • You will give confirmation of orders and trades done during the day to clients.
  • In this position, you will advise clients with requisite information regarding the market condition.
  • Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite is also a key aspect of this role.
About This Role:

This is an excellent opportunity for individuals who are passionate about equity sales and have a strong understanding of the equity market. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.

Responsibilities:

The primary responsibilities of this role include:

  • Equity sales to all clients of the branch with a special focus on HNI clients.
  • Revenue generation from equity, commodity, and equity products to meet the overall equity broking targets of the branch.
  • Generating Net interest income through Margin trade funding (MTF) as per assigned targets.
  • Acquiring new clients and generating revenues from new clients.
  • Activation of trading accounts of clients, assisting new entrants in the equity market to understand the dynamics of the market.
  • Helping customers to execute trades online and place orders on their behalf.
  • Confirmation of orders and trades done during the day to clients.
  • Advising clients with requisite information regarding the market condition.
  • Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
Requirements:

To be considered for this role, you should possess the following skills and qualifications:

  • A strong understanding of the equity market and its dynamics.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment and meet deadlines.
  • Results-driven with a strong desire to succeed.

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