Job description
Role & responsibilities
- Acquire new clients for equity trading, Demat accounts, and investment products
- Generate revenue through:
- Equity / derivatives trading
- Mutual funds, Unlisted shares, IPOs, bonds, insurance products
- Build and maintain long-term client relationships
- Provide market updates, trading ideas, and portfolio suggestions
- Cross-sell financial products based on client needs
- Ensure high client engagement and satisfaction
- Achieve 3 revenue target through sales and client engagement
- Generate 25 lakh margin from client investments/trading
- Open minimum 25 new trading & Demat accounts.
Day-to-Day Work
- Promote stock market services through social media platforms
- Meeting clients (in-person or virtual)
- Tracking market trends (NSE/BSE, global cues)
- Coordinating with dealers/research teams for investment advice
- Monitoring client portfolios and suggesting actions
- Calling leads and converting them into active traders/investors
Key Skills Required
- Strong sales and persuasion ability
- Good understanding of stock market basics
- Communication and relationship-building skills
- Target-driven mindset
- Basic knowledge of:
- Equity markets
- Mutual funds
- Financial planning
Pay: ₹130,000.00 - ₹250,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Provident Fund
Education:
Language:
Location:
- Salem, Tamil Nadu (Salem) (Preferred)
Work Location: In person
