Key Responsibilities

- Acquire and onboard new clients for Demat and Trading accounts.

- Generate brokerage revenue through active client engagement and trading activation.

- Provide investment guidance on Equity, Mutual Funds, IPOs, Bonds, PMS, and other financial products.

- Develop and maintain strong relationships with existing clients.

- Identify customer investment needs and recommend suitable financial solutions.

- Cross-sell and up-sell investment products to maximize revenue.

- Stay updated with market trends, economic developments, and investment opportunities.

- Ensure adherence to SEBI, Exchange, and internal compliance guidelines.

- Achieve assigned revenue, activation, and client acquisition targets.

- Resolve client queries and provide timely support.

Required Qualifications

- Graduate in any discipline.

- NISM VIII Certification preferred.

- MBA/PGDM in Finance will be an added advantage.

Experience





- 1 to 5 years of experience in Stock Broking, Wealth Management, or Financial Services.

- Freshers with NISM certification and robust market knowledge may also be considered.

Required Skills

- Strong knowledge of Equity Markets and Investment Products.

- Excellent communication and relationship management skills.

- Sales and target-oriented approach.

- Good understanding of Demat and Trading account processes.

- Ability to analyze market trends and provide investment recommendations.

- Proficiency in MS Office and CRM tools.

Key Performance Indicators (KPIs)

- Revenue Generation

- Client Acquisition

- Active Client Base Growth

- Trading Activation Ratio

- Cross-Selling of Financial Products

- Client Retention and Satisfaction

📌 Advisor (Jodhpur)
🏢 Jainam
📍 Jodhpur