Key Responsibilities
- Execute equity and derivatives trades accurately and efficiently.
- Build and maintain long-term relationships with clients.
- Acquire new Demat and Trading Account clients.
- Generate business through client referrals and networking.
- Promote and cross-sell financial products, including Mutual Funds, IPOs, SIPs, and other investment solutions.
- Assist clients with investment-related queries and provide timely support.
- Monitor client portfolios and maintain regular follow-ups.
- Achieve monthly sales and revenue targets.
- Ensure compliance with SEBI, Exchange, and company policies.
- Maintain accurate records of client interactions and transactions.
Required Qualifications
- Graduate in any discipline.
- 2-5 years of experience in Stock Broking, Wealth Management, or Financial Services.
- Sound knowledge of Equity, Derivatives, Mutual Funds, and IPOs.
- Excellent communication and relationship management skills.
- Strong sales, negotiation, and customer service skills.
- Languages Required: Telugu, Hindi, and English.
- NISM Certification will be an added advantage.
Desired Skills
- Client Relationship Management
- Equity & Derivatives Trading
- Stock Market Knowledge
- Lead Generation
- Sales & Business Development
- Customer Service
- Communication & Negotiation
- Time Management
- Problem Solving
- MS Office
What We Offer
- Market-competitive salary with attractive performance incentives.
- Career growth opportunities in the financial services industry.
- Supportive and professional work environment.
- Learning and development opportunities.
- Opportunity to work with an experienced and growing team.
Call/WhatsApp: +91 90523 97161
Join 4R Investments Pvt. Ltd. and build a rewarding career in the stock market industry