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 current 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 Kolkata
🏢 monarch networth capital
📍 Kolkata