Job Responsibilities
Assist clients with equity market-related queries and investment product information.
Build and maintain relationships with existing and prospective clients.
Explain equity market products, Demat and trading accounts, and investment services.
Generate leads and acquire recent clients.
Understand clients financial objectives and communicate relevant product information.
Monitor stock market updates and share relevant market information within the scope of the role.
Follow up with clients to improve engagement and maintain long-term relationships.
Achieve assigned sales, client acquisition, and revenue targets.
Follow company policies and applicable SEBI regulations and compliance requirements.
Required Skills
Positive communication and convincing skills.
Basic knowledge of the stock market, equity, and investment products.
Customer relationship management and sales skills.
Ability to generate leads and achieve targets.
Basic computer knowledge and MS Excel proficiency.
Willingness to learn about equity markets and financial products.
Eligibility Criteria
Qualification: Graduate in any stream; Finance or Commerce background preferred.
Experience: Freshers
Preferred Candidates: Candidates with experience in stock broking, equity sales, wealth management, or financial services.
Salary: As per experience and company policy.