01Overview
Role & responsibilities
- Handle terminal seating and support clients with trading activities.
- Acquire 2 -3 new clients as per business requirements.
- Generate revenue from self-sourced and Relationship Manager-sourced broking accounts.
- Cross-sell mutual funds, SIPs, insurance, bonds and other third-party investment products.
- Build and maintain robust client relationships.
- Assist clients with trading, investment and service-related requirements.
- Achieve assigned client acquisition, revenue and cross-selling targets.
- Follow company policies, compliance guidelines and regulatory requirements.
Preferred candidate profile
- Graduate in any discipline.
- Experience in broking, capital markets, investment advisory or financial services is preferred.
- Good knowledge of trading platforms, broking operations and investment products.
- Strong communication, sales and client-servicing skills.
- Target-oriented, self-motivated and capable of managing client relationships.
- NISM Series VIII certification is mandatory
How to Apply
Subject Line:
Application for Advisor [Preferred Location]
Apply To:
Dinesh J - 99403 19891
Saranya V D - Saranya V D: 77087 13030
Jovviya Ann Kappan - Jovviya Ann Kappan: 80759 08676
Dr. Jeena Jose C - Dr. Jeena Jose C: 91889 39806
Jackson J - Jackson J: 95443 16657
Details to Share With the Updated Resume
- Full name
- Contact number
- Current location
- Preferred location
- Total experience
- Relevant experience in broking or financial services
- Current company and designation
- Current CTC
- Expected CTC
- Notice period
- NISM Series VIII certification status
- Updated resume .
