Client Acquisition: Generate leads, cold-call prospects, and acquire current retail or high-net-worth (HNI) clients for Demat, Equity, and F&O; trading accounts.
Investment Advisory: Understand clients' risk profiles and investment goals to provide tailored stock recommendations, market insights, and portfolio reviews.
Business & Revenue Generation: Achieve monthly and quarterly targets by boosting brokerage revenue and promoting active trading.
Cross-Selling: Pitch third-party financial products like mutual funds, insurance, IPOs, and bonds to diversify the client's wealth.
Account Servicing & Support: Act as the main point of contact to resolve trading issues, explain market movements, and guide clients on using digital trading apps.
Compliance & Monitoring: Ensure all transactions adhere to financial regulations and internal policies set by SEBI and stock exchanges
Pay: ₹18,000.00 - ₹22,000.00 per month
Advantages:
Cell phone reimbursement
Adaptable schedule
Provident Fund
Work Location: In person
📌 Relationship Manager Balasinor
🏢 Arihant Capital Markets
📍 Balasinor
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