Role & responsibilities
- Responsible for generating brokerage revenue by advising clients on their equity and investment portfolio.
- Develop and maintain long-term customer relationships to improve retention and expand wallet share.
- Stay updated with market trends, investment opportunities, and product knowledge to provide meaningful advisory support.
- Execute buy/sell orders on behalf of clients with pre-trade and post-trade confirmation.
- Ensure all activities are carried out in compliance with regulatory and risk guidelines.
- Handle inbound and outbound client interactions to enhance business opportunities.
- Cross-sell third-party investment products (Excluding insurance)
- Generating leads through clients referral
- Support channel teams by conducting product and advisory awareness activities.
Preferred candidate profile
- Graduate / Post Graduate / MBA (Proffered)
- NISM 8 Certificate (Mandatory)
- Experience: Minimum 1 year and above in BFSI / Broking / Financial Advisory / Dealing Desk.
Skills & Competencies:
- Solid communication and interpersonal skills.
- Good understanding of equity markets and investment products.
- Customer centric mindset with problem-solving ability.
- Target-driven, proactive, and revenue-focused approach.
- Ability to build and manage stakeholder relationships.
- Knowledge of trading platforms, order execution, and compliance norms.