? Experience: Relevant experience in Wealth Management / Financial Services
? CTC: Up to ₹8 LPA
Key Responsibilities:
- Acquire recent clients and build long-term relationships.
- Promote investment products such as Equity, Mutual Funds, IPOs, PMS, Insurance, Bonds and Fixed Deposits.
- Generate revenue and achieve business targets.
- Manage existing client portfolios and increase client engagement.
- Activate dormant accounts and generate business through referrals.
- Provide investment product information and market updates.
- Cross-sell financial products and services.
Candidate Requirements:
- Graduate from a recognized university.
- Experience in wealth management, broking, banking or financial product sales.
- Good knowledge of investment products and capital markets.
- Strong client acquisition, communication and relationship management skills.
- Target-oriented approach with a proven sales track record.
F&O; and Currency market transactions.
- Share market updates, trading ideas and research calls with clients.
- Build and maintain strong client relationships.
- Acquire new clients and activate dormant trading accounts.
- Generate brokerage and achieve trading revenue targets.
- Cross-sell Mutual Funds, IPOs, PMS, Insurance, Bonds, FDs and other financial products.
- Ensure compliance with regulatory and internal risk guidelines.
Candidate Requirements:
- Graduate from a recognized university.
- Minimum 1–2 years of stable experience in Equity Broking / Dealing.
- NISM Series VIII – Equity Derivatives certification mandatory.
- Strong knowledge of capital markets and trading terminals.
- Good client-handling and communication skills.
- Candidates with stable employment history (around 2+ years with their last organisation) and a good performance track record preferred.
? What We’re Looking ForProfessionals with relevant broking / financial services experience, strong client-handling abilities and a business-oriented approach.
? How to ApplyInterested candidates can share their updated CV via WhatsApp: