Qualifications

Graduate (Post Graduate Preferred) Experience

Minimum 2 years relevant experience in the Stock Broking Industry

Functional Competencies

- Advisory & Execution: Provide proactive buy/sell/hold recommendations on Equity and Derivatives (F&O;) based on in-house research reports. Execute trades on behalf of clients via terminals (ODIN, NEAT, or proprietary platforms) with high accuracy.
- Client Acquisition & Retention: Identify and acquire new HNI and retail clients. Maintain and deepen relationships with existing clients to ensure a high "Share of Wallet."
- Revenue Generation: Achieve monthly targets for brokerage generation and active client participation.
- Portfolio Management: Conduct regular portfolio health checks for clients, ensuring diversification and alignment with their risk appetite.
- Cross-Selling:



Promote and sell third-party products (TPP) including Mutual Funds, PMS (Portfolio Management Services), AIF, Insurance, and IPOs.
- Market Intelligence: Stay updated with daily market movements, global cues, and sector-specific news to provide real-time updates to clients.
- Compliance: Ensure 100% adherence to SEBI and Exchange regulations, including voice recording for orders and proper documentation for account opening.
- Should be NISM Certified

Behavioural Competencies

- Robust communication, multi-tasking, and organizational skills
- Passionate about sales and marketing with a positive attitude

📌 Investment Advisor-Equity (Noida)
🏢 monarch networth capital
📍 Noida