Role Objective: To guide prospective and existing investors on StockEdge Investment Cases available through the smallcase platform and drive assisted investment conversions through consultative engagement.
Job Location: Kolkata, Salt Lake , Sec-V
Key Responsibilities:
- Connect with prospective and existing investors over calls
- Understand investor profile, risk appetite, and investment objectives
- Assist users with smallcase onboarding and investment flow
- Build investor trust through advisory-led conversations
- Drive revenue through subscriptions and referrals.
Preferred Candidate Profile:
- Experience in stock market dealing, advisory, broking, wealth sales, or investment products
- Good understanding of equity markets and portfolio concepts
- Comfortable handling investor conversations
- Prior experience in broking/PMS/mutual fund/smallcase ecosystem preferred
Preferred Background:
- Stock Market Dealers
- Relationship Managers
- Equity Advisors
- Wealth Sales Executives
- Broking Sales Executives
- Active Traders with strong communication skills
Pay: ₹201,666.00 - ₹302,988.00 per year
Work Location: In person
