Equity Dealer

2 days ago


Kolkata West Bengal, India Wrixty Services pvt Limited Full time

**Job Title**: Equity Advisor

**Roles & Responsibilities**:

- Execute orders on behalf of clients based on their investment preferences and strategies.
- Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios.
- Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company.
- Acquire new clients while maintaining and building strong, lasting relationships with existing clients.
- Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement.
- Knowledgeable in equity markets and financial products.
- Strong sales and relationship-building skills.
- Ability to communicate complex financial concepts clearly to clients.
- Experience in client acquisition and retention strategies.

Pay: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

Work Location: In person


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