- NISM Series VIII Equity Derivatives Certification and Terminal Experience required; 1-5 years in Equity Broking or Wealth Management with strong equity market knowledge
- Acquire 2-3 new clients monthly, generate brokerage revenue, provide equity market insights, and maintain client communication
Role & responsibilities
- Drive current client acquisition and acquire Monthly 2-3 new clients as per defined business targets.
- Generate brokerage revenue through self-sourced clients as well as clients sourced through Relationship Managers (RMs).
- Provide clients with equity market insights, investment ideas and portfolio-related guidance based on their requirements and risk profile.
- Drive cross-selling of third-party investment products.
- Maintain regular communication with clients through calls, meetings and market updates
- NISM Series VIII Equity Derivatives Certification is mandatory/preferred as per business requirement.
- Terminal Experience is mandatory.
Preferred candidate profile
- 1-5 years of relevant experience in Equity Broking / Stock Broking / Wealth Management / Equity Advisory / Financial Services.
- Strong understanding of Indian equity markets, equity products and capital markets.
- Hands-on experience in client acquisition and relationship management.
- Experience in handling Retail, HNI or Affluent clients will be an added advantage.
- Strong knowledge of equity trading, Demat/Trading accounts, market terminology and investment products.