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Retail Equity Advisor(Relationship Manager)

Retail Equity Advisor(Relationship Manager)

Rekrut India

2 - 7 years

3 - 7 Lacs

Visakhapatnam Chennai Coimbatore

Posted:1 month ago| Platform:

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Skills Required

NISM Equity equity dealing Client Onboarding Client Acquisition Equity Advisory Client Retention Equity Broking Equity Sales Equity Trading equity dealer Equity Market

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description Designation:Retail- RM Advisor Interview: Virtual Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Designation: RM Advisor Roles and Responsibilities: • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. • Drive revenue growth while ensuring client profitability and long-term engagement. • Provide clients with market insights and investment advisory services based on current financial conditions. • Acquire new clients through referrals from existing customers. • Reactivate inactive clients through consistent follow-ups and engagement strategies. • Ensure timely collection of margins and market-to-market losses. Preferred Candidate Profile: • Educational Qualification:graduate degree required. • Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm. • Hands-on experience in broking with a solid understanding of financial products and market trends. • Must not have any self-trading experience. • Certification: NISM Series VIII certification is mandatory. • Strong expertise in client acquisition, retention strategies, and achieving sales targets. • Prior experience in the broking industry is essential. Interested can contact asap. Best regards, Sandhya 7013962851 sandhya.kotapally@upgrad.com

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Rekrut India

www.rekrut-india.com

Staffing and Recruitment

N/A

51-200 Employees

143 Jobs

Key People

Amit Tiwari

Founder & CEO
Priya Sharma

Chief Operating Officer

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Retail Equity Advisor(Relationship Manager)