:-
Experience: Minimum 2 years in a relevant profile
Certification: NISM Series VIII – Equity Derivatives (Mandatory)
Education: Bachelor’s degree in Commerce, Finance, Business Administration, or a related field
Position Overview
Manage client relationships and portfolios within the retail wealth segment.
Execute trades across Equity and Derivatives markets.
Provide market updates and investment-related support to clients.
Build and maintain long-term client relationships.
Drive revenue through brokerage and cross-selling of financial products.
Key Responsibilities
Client Engagement & Relationship Management:
Manage and regularly engage with assigned clients.
Share relevant market updates and equity ideas.
Understand client investment requirements and risk profiles.
Conduct meetings with existing and prospective clients.
Acquire current clients, drive account activation, and reactivate dormant accounts.
Trade Execution & Advisory
Execute client orders accurately and promptly through trading terminals across Equity, F&O;, and Currency segments.
Guide clients on trading/investment requirements and assist with margin and exposure management.
Ensure timely trade settlements and operational accuracy in adherence with SEBI, Stock Exchange, and internal compliance guidelines.
Revenue Generation & Cross-Selling:
Achieve monthly and quarterly brokerage revenue targets while increasing trading volume and client engagement.
Cross-sell financial products including Mutual Funds, IPOs, Fixed Deposits, and Insurance.
Promote Margin Trading Facility (MTF) to eligible clients.
Pay: ₹300,000.00 - ₹500,000.00 per year
Application Question(s)
What's your expected salary per month?
Education
Bachelor's (Required)
Experience
Total: 2 years (Required)
Sales: 2 years (Required)
Client Acquisition: 2 years (Required)
market analysis: 2 years (Required)