Roles and Responsibilities
- Handle client queries related to equity markets, including brokerage generation, trading, and investment products.
- Provide guidance on market trends, stock analysis, and portfolio management to clients.
- Execute trades on behalf of clients through various exchanges (NSE/BSE) and other platforms.
- Generate revenue by cross-selling insurance products such as NISM Mutual Funds, PMS, AIFs, Structured Products & Bonds.
- Maintain accurate records of transactions and provide regular updates to clients.
Desired Candidate Profile
- 2-7 years of experience in dealing with equities or capital markets.
- Robust knowledge of broking services, dealing operations, equity sales, trade execution processes.
- Familiarity with NISM certification requirements for mutual fund sales.
📌 Equity Dealer/ Equity Advisor (Chennai)
🏢 Sun Life
📍 Chennai
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