1. Client Acquisition & Portfolio Management
Acquire new clients through networking, referrals, and company-provided leads to boost our Assets Under Management (AUM).
Maintain strong, long-term relationships with existing clients, understanding their financial goals and risk appetite.
Advise clients on equity trading, mutual funds, derivatives (F\&O), and other financial products based on research reports.
2. Revenue Generation & Sales Execution
Achieve monthly and quarterly revenue targets through brokerage generation and cross-selling financial products.
Keep clients active and engaged by regularly updating them on market trends, stock updates, and investment opportunities.
3. Compliance & Operations
Ensure absolute compliance with SEBI, stock exchange rules, and internal company guidelines for all trades and documentation.
Assist clients with smooth onboarding, KYC processing, and navigating our online trading platforms.
Job Types: Full-time, Permanent
Pay: ₹17,000.00 - ₹25,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Internet reimbursement
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
Work Location: In person
