Job description
Key Responsibilities: 1. Assist clients in opening demat and trading accounts 2. Build and maintain strong relationships with clients 3. Understand client needs and suggest suitable financial products 4. Support senior advisors in day-to-day client servicing 5. Keep track of market trends and client portfolios 6. Coordinate with back-office for documentation and account management 7. Learn and grow in the fields of equity, mutual funds, insurance, and more. Desired Candidate Profile: 1. Graduate in any stream (Finance background preferred but not mandatory) 2. Strong communication and interpersonal skills 3. Eagerness to learn about stock markets and financial products 4. Customer-focused mindset 5. Basic knowledge of MS Office and internet tools What We Offer: 1. Professional training and mentorship 2. Hands-on exposure to financial products and advisory 3. Career growth opportunities in sales, advisory, and investment roles 4. Dynamic work environment with performance-based incentives
Role details
Department: Banking / Insurance / Financial Services Industry: Banking / Insurance / Financial Services Role category: Trading, Asset & Wealth Management Education: Graduate
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