- Acquire new clients and onboard 2–3 new clients monthly as per business targets.
- Generate brokerage revenue through self-sourced clients and referrals.
- Provide equity market insights, investment ideas, and portfolio-related guidance based on client requirements and risk profiles.
- Drive cross-selling of third-party investment products.
- Build and maintain strong relationships with Retail, HNI, and affluent clients.
- Conduct regular client meetings, calls, and market updates.
Qualifications & Experience:
- 1–8 years of experience in Equity Broking, Stock Broking, Wealth Management, Equity Advisory, or Financial Services.
- Strong understanding of Indian equity markets, equity products, and capital markets.
- Hands-on experience in client acquisition and relationship management.
- Knowledge of equity trading, Demat/trading accounts, market terminology, and investment products.
- NISM Series VIII Equity Derivatives Certification is preferred as per business requirements.
Pay: ₹300,000.00 - ₹1,600,000.00 per year
Advantages:
- Health insurance
- Leave encashment
- Provident Fund