Posted:1 day ago|
Platform:
On-site
Full Time
Acquire new clients for Trading and Demat Accounts.
Generate revenue through brokerage and meet assigned business targets.
Execute buy/sell orders on behalf of clients across equity & derivatives.
Cross-sell investment products such as:
Mutual Funds, SIPs
PMS
Advance Brokerage Products
Loans, Life Insurance, and Health Insurance (as per client requirements)
Guide clients in selecting suitable trading/investment products based on their risk profile.
Maintain healthy client relationships and ensure client satisfaction.
Keep updated with market trends, new products, and regulatory changes.
Achieve acquisition targets for Retail and HNI clients.
Monitor and support team members in achieving business targets.
Mandatory Certification: NISM Series VIII (Equity Derivatives) – Must be Cleared.
Strong knowledge of stock market & financial products.
Target-focused with strong sales and customer service orientation.
Good communication, presentation, and interpersonal skills.
Good telecalling & client engagement skills.
Self-driven, proactive and ability to work independently.
Updated with current market trends and investment strategies.
Passionate about helping clients achieve financial goals.
ZEBU Share and Wealth Managements Pvt. Ltd
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