Job Description

Retail- RM Advisor

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi

Designation: RM Advisor

Roles and Responsibilities:

• Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.

• Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.

• Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.

• Drive revenue growth while ensuring client profitability and long-term engagement.

• Provide clients with market insights and investment advisory services based on current financial conditions.

• Acquire new clients through referrals from existing customers.

• Reactivate inactive clients through consistent follow-ups and engagement strategies.

• Ensure timely collection of margins and market-to-market losses.

Preferred Candidate Profile:

• Educational Qualification: Postgraduate degree required.

• Experience: Minimum 2 years of experience, with at least 6 months in equity dealing with an Indian broking firm.

• Hands-on experience in broking with a solid understanding of financial products and market trends.

• Must not have any self-trading experience.

• Certification: NISM Series VIII certification is mandatory.

• Strong expertise in client acquisition, retention strategies, and achieving sales targets.

• Prior experience in the broking industry is essential.