- Generate brokerage primarily by advising clients on their equity portfolio.
- Develop and maintain long-term relationships with customers to ensure high retention of existing clients and focus on generating new business.
- Stay constantly updated with market knowledge and developments.
- Ensure all activities are carried out in adherence to compliance and risk guidelines.
- Keep clients updated on their orders and transactions.
- Cross-sell investment products such as Mutual Funds, SIP, PMS, etc.
Qualifications & Experience
- Minimum 1 year of experience in a similar background.
- Freshers who are willing to build a career in the stock market will also be considered.
- Solid communication and negotiation skills with basic knowledge of financial products and services.
- Candidates from the BFSI industry are preferred.
What We're Looking For
A candidate who is:
- ? Interested in the stock market & financial markets
- ? Strong in client relationship management
- ?️ Good at communication and negotiation
- ? Comfortable with sales and cross-selling
- ? Willing to continuously learn about markets and financial products