Equity Advisor / Equity Trader / Equity Dealer

Job Description

Retail- RM Advisor

Location : Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi

Designation : RM Advisor

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 :