Equity Advisor

About Company

We are hiring for Leading Indian Broking firms which operate at a pan India level

Roles and Responsibilities :

• Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
• Cross-sell investment products such as Insurance Mutual Funds (MF) PMS SIP and Initial Public Offerings (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.

Preferred Candidate Profile :

investment products,stockbroking,trading,market insights,financial products,equity market dynamics,mf,investment advisory services,mutual funds,client relationship management,client acquisition,client retention strategies,investment advisory,sales targets

Key Skills

Family Support,Academics,Counselling,CMMS,Field,Arbitration Law

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 700000 - 1000000