Role & responsibilities

• Deliver accurate, timely equity recommendations to help clients optimize their portfolios.
• Generate brokerage revenue through effective advisory and market-driven strategies.
• Build, strengthen, and retain strong relationships with existing clients; onboard and convert new clients.
• Stay updated with market trends, research insights, and economic developments.
• Maintain strict adherence to compliance, risk controls, and advisory protocols.
• Actively cross-sell financial products such as Insurance, SIPs, and Mutual Funds to deepen client engagement.

Preferred candidate profile

• Strong communication & negotiation skills with basic knowledge of financial products & services
• Candidates from BFSI Industry preferred
• Fresher's / Candidates with up to 2 years of experience