Role & responsibilities

- Handle terminal seating and support clients with trading activities.
- Acquire 2 -3 recent clients as per business requirements.
- Generate revenue from self-sourced and Relationship Manager-sourced broking accounts.
- Cross-sell mutual funds, SIPs, insurance, bonds and other third-party investment products.
- Build and maintain strong client relationships.
- Assist clients with trading, investment and service-related requirements.
- Achieve assigned client acquisition, revenue and cross-selling targets.
- Follow company policies, compliance guidelines and regulatory requirements.

Preferred candidate profile

- Graduate in any discipline.
- Experience in broking, capital markets, investment advisory or financial services is preferred.
- Good knowledge of trading platforms, broking operations and investment products.
- Strong communication, sales and client-servicing skills.
- Target-oriented, self-motivated and capable of managing client relationships.




- NISM Series VIII certification is mandatory

How to Apply

Subject Line:

Application for Advisor [Preferred Location]

Apply To:
Dinesh J [email protected] - 99403 19891

Saranya V D [email protected] - Saranya V D: 77087 13030

Jovviya Ann Kappan — [email protected] - Jovviya Ann Kappan: 80759 08676

Dr. Jeena Jose C — [email protected] - Dr. Jeena Jose C: 91889 39806

Jackson J — [email protected] - Jackson J: 95443 16657

Details to Share With the Updated Resume

- Full name
- Contact number
- Current location
- Preferred location
- Total experience
- Relevant experience in broking or financial services
- Current company and designation
- Current CTC
- Expected CTC
- Notice period
- NISM Series VIII certification status
- Updated resume

📌 Advisor Broking & Investment Advisory (Kochi)
🏢 Trinity Skill Works
📍 Kochi