Job
Description
Roles and Responsibilities
- New client acquisition for Trading and Demat account.
- Revenue generation through brokerage.
- Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)
- Monitor and review team members' performance and help the team to achieve maximum business
- Maintaining client relationship
- Remain update about the latest investment products and market trend
- To guide the client about the suitable investment / trading products as per clients profile
- To ensure the achievement of Acquisition Targets of HNI clients, Retail clients
Desired Candidate Profile
- Should have depth knowledge of all financial products
- Should be target oriented
- Should have good communication, presentation and interpersonal skills
- Should have good telemarketing skills
- Should be self-initiative
- Remain updated about the present market scenario and financial market products and trends
- Should have the zeal to help clients in achieving their financial goals
Qualification, Experience, CTC:
- Any Graduate/Any Post Graduate
- Age not more than 35 Years
- Experience in Stock Broking industry will be an added advantage
- Work from Office
- NISM VIII - Equity Derivatives certification - Preferred