Job Description

department
ARMG
department_code
A3
location
Mumbai
openings
1
age
21 - 35 years
qualification
Bachelor's degree in Finance, Commerce, Economics, or related field. NISM Series VII (Equity Derivatives) and Series VIII (Equity Certification) - Mandatory as per SEBI norms
experience
1-5 years
responsibilities

Client Acquisition & Relationship Management

Acquire new clients through personal network, referrals, leads, and direct outreach. Develop and maintain strong long-term relationships with existing clients. Understand client goals, risk profile, and investment preferences to provide suitable solutions. Conduct periodic portfolio reviews and proactively advise clients on rebalancing strategies.

Trading & Investment Advisory

Assist clients in placing and executing trades in equities, derivatives, IPOs, mutual funds, and other market instruments. Share actionable market insights, research-backed trading ideas, and investment recommendations. Educate clients on platforms, tools, and market trends to enhance engagement and self-trading capabilities.

Revenue Generation & Business Growth

Meet or exceed monthly revenue targets through brokerage, product cross-sales, and increased client trading activity. Achieve KPIs related to client acquisition, AUM growth, active client ratio, and product penetration.

Product Knowledge & Upskilling

Stay updated on market developments, investment products, and regulatory changes. Collaborate with research, product, and operations teams to enhance client offerings and experience.

Key Skills & Competencies:

Strong knowledge of equity markets, derivatives, and wealth products. Excellent communication, persuasion, and relationship management skills. Ability to analyse client needs and provide strategic investment advice. * Comfortable working in a target-driven environment.