- The role is responsible for driving brokerage revenue by reactivating dormant clients and providing expert guidance on equity investments.
- It involves expanding client portfolios through cross-selling mutual funds, SIPs, PMS and Insurance while focusing on strengthening client relationships and ensuring high retention and customer satisfaction.
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Key Deliverables
- Generate brokerage income by advising clients on their equity portfolios.
- Re-engage inactive clients and maintain long-term relationships.
Keep clients updated on their orders and market developments.
- Cross-sell third-party financial products such as Mutual Funds, SIP, PMS and Insurance.
- Ensure all activities comply with regulatory standards and internal policies.
- Stay informed about market trends and updates to provide accurate advice
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Key Requirements
- Graduation in any stream.
- Excellent communication and interpersonal skills.
- Freshers or candidates with prior experience in financial services are welcome.
- Good understanding of equity markets and investment products.
- Ability to build rapport and maintain client relationships.
- Knowledge of compliance and risk management standards.
Why Join Us?
- Opportunity to work with a leading financial services provider.
- Agile and supportive work environment.
- Competitive salary and performance-based incentives.
- Career growth prospects within the organization.
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