Job Summary: To support client acquisition and servicing in the retail broking business by assisting clients with account opening, trade execution, and cross-selling of financial products, ensuring superior client experience and achievement of business targets
Key Responsibilities:
· Identify and acquire new clients for equity, derivatives, and other investment products.
· Assist clients with account opening formalities and onboarding processes.
· Maintain regular contact with clients to understand their investment needs and provide suitable product recommendations.
· Responsible for handling all financial products like Equity, Mutual Funds, LI, Bonds, PMS, Commodity, Unlisted and other wealth products.
· Execute trades and provide guidance on equity, derivatives, mutual funds, and other investment products.
· To handle business development vertical along with the key team leaders.
· Stay updated on market movements, research reports, and new product offerings.
· Responsible for delivering Webinar & Seminar on various financial products.
Pay: ₹25,000.00 - ₹55,000.00 per month
Benefits:
- Paid time off
- Provident Fund
Work Location: In person
