Job Description
Job Summary
We are looking for a dynamic and result-oriented Advisor to acquire, manage, and service clients for investment products and stock market solutions. The role involves generating business through equity, derivative, commodity, mutual fund, and other financial products while ensuring high levels of client satisfaction and relationship management.
Key Responsibilities
- Acquire new clients for Demat, Trading, and Investment Accounts.
- Generate revenue through Equity, Derivatives, Currency, Commodity, Mutual Funds, IPOs, Bonds, and other investment products.
- Provide basic market insights and investment guidance to clients.
- Maintain and strengthen relationships with existing clients for higher wallet share and retention.
- Cross-sell third-party financial products and wealth solutions.
- Achieve monthly business targets related to brokerage, activation, and client acquisition.
- Monitor client portfolios and proactively identify business opportunities.
- Ensure compliance with company policies and regulatory guidelines.
- Resolve client queries and coordinate with internal departments for seamless service delivery.
- Maintain accurate records of client interactions and sales activities in CRM.
Required Skills & Qualifications
- Graduate in any discipline.
- NISM VIII (Equity Derivatives) certification preferred.
- Minimum 1-5 years of experience in Stock Broking, Wealth Management, BFSI, or Financial Services.
- Good understanding of Equity, Derivatives, Mutual Funds, and Capital Markets.
- Strong communication, relationship management, and sales skills.
- Ability to work in a target-driven environment.
Key Competencies
- Client Relationship Management
- Financial Product Knowledge
- Sales & Business Development
- Negotiation & Convincing Skills
- Problem Solving
- Target Orientation
KPIs
- Revenue Generation
- Client Acquisition
- Active Client Ratio
- Brokerage Achievement
- Product Cross-Sales
- Client Retention Rate
- Portfolio Growth
Job Details
| Role Level: | Associate | Work Type: | Full-Time |
|---|---|---|---|
| Country: | India | City: | Bhavnagar Taluka ,Gujarat |
| Company Website: | jainam.in | Job Function: | Finance |
| Company Industry/ Sector: |
Finance And Accounting Sales Retail Customer Service And Support | ||
What We Offer
About the Company
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