Roles and Responsibilities :

- Manage client relationships to acquire new clients and retain existing ones through effective communication, relationship building, and cross-selling opportunities.

- Identify potential clients' needs and provide tailored solutions using derivatives, equity trading, futures options, NISM certification, revenue generation strategies.

- Ensure seamless trade execution by coordinating with internal teams for smooth settlement processes.

- Monitor market trends to stay ahead in the competition and maintain a high level of customer satisfaction.

Job Requirements :

- 2-10 years of experience in Sales Executive or similar role in Financial Services industry.

- Solid understanding of Client Acquisition, Cross Selling, Dealing, Derivatives, Equity Trading, Futures Options, NISM Certification.

- Excellent communication skills for effective client onboarding and relationship management.

📌 Equity Advisor - Mumbai Western
🏢 Sharekhan
📍 Mumbai