Job Description

department
ARMG
department_code
A3
location
Mumbai
openings
5
age
21 - 35 years
qualification
Any Graduate in Any Specialization
experience
1-3 years
responsibilities

Client Acquisition & Onboarding

+ Source and acquire new clients for equity, derivatives, commodities, and other financial instruments.
Guide clients through the onboarding process, explaining trading systems and ensuring seamless KYC and documentation.
+

Relationship Management & Revenue Growth

+ Build and nurture long-term relationships with clients based on trust, transparency, and consistent value addition.
+ Regularly engage with clients to understand investment goals and align them with appropriate products and strategies.
Achieve business targets including revenue generation, AUM growth, and client retention.
+

Product Advisory & Cross-Selling

+ Promote the company's full suite of financial products including mutual funds, bonds, insurance, and PMS offerings.
Leverage client interactions to identify cross-selling opportunities and create additional revenue streams.
+

Trade Execution & Support

+ Collaborate with the dealing team to execute trades efficiently and accurately.
Provide clients with timely trade confirmations, portfolio reports, and relevant market insights.
+

Client Service & Engagement

+ Act as a single point of contact for all client needs, addressing queries related to portfolio management, platforms, and market movements.
Organize and conduct investor education programs, webinars, and client meetups to drive engagement and loyalty.
+

Compliance & Reporting

+ Ensure 100 percent adherence to SEBI regulations, internal compliance policies, and audit guidelines.
+ Maintain strict confidentiality of client data and ensure operational integrity at all levels.