Recruiter at Swarm HR Services Pvt Ltd.
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Sales Advisor - Equity/Broking Services (0-6 yrs)
Job Responsibilities:
As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.
Revenue generation
- Responsible to generate brokerage primarily through advising clients on their portfolio.
- Responsible to acquire new Clients from the Market.
- Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.
Client network development
- Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.
Mandatory skills:
- Good communication (verbal and written) skills. Ability to speak in local language.
- Strong product knowledge and understanding of capital market.
-Strong selling skills and ability to manage multiple product sales.
Basic Requirement:
- Minimum of 2 year relevant experience in equity broking/selling third party products.
- Graduate from recognized university or college.
- Holds latest certificate of NISM 8 series.
- Should have basic computer knowledge of using email, Microsoft office and trading terminal.
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