Key Skills

Job Description

Roles And Responsibilities Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings. Actively prospect and engage in client acquisition efforts to grow the business. Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. Perform regular portfolio reviews to ensure client investment objectives are met. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Required Candidate Profile 2-3 Years experience in providing financial services to clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective client meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.

Core Responsibilities

Acquire new clients, retain existing accounts, and build client relationships through regular meetings and investment advisory. Review portfolios, profile clients, cross-sell financial products, generate revenue, and resolve client queries and complaints within the required turnaround time.

Requirements

Requires 2–3 years of experience providing financial services to clients in equity, derivatives, and currency markets. The role also requires experience in client acquisition and retention, client meetings, cross-selling financial products, complaint handling, and client profiling.