Job Description:
Acquire current 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 robust 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