Equity Research jobs in Delhi at INVESTMENT SOLUTIONS HUB

Dear candidate

We are thrilled to announce an exciting career opportunity with our company for a Client Acquisition and Brokerage Specialist. This role is pivotal in advising clients on their equity portfolios and ensuring high client retention through long-term relationship building. Below are the key responsibilities and preferred candidate profile for this role:

Key Responsibilities:

Generate brokerage by advising clients on their equity portfolios.
Develop and maintain long-term relationships with clients to retain existing customers and generate new business.
Stay constantly updated with market knowledge.
Ensure all activities comply with risk and compliance frameworks.
Keep clients updated on their orders and market trends.
Cross-sell third-party products such as mutual funds, SIPs, and PMS.
Execute orders on behalf of clients and ensure high trade volumes and frequent trading.
Promote research calls to increase trading volume and frequency.
Maintain a high activation ratio and a large number of traded clients.
Recommend and guide clients on investment strategies.
Drive distribution business through wealth products like mutual funds, PMS, insurance, bonds, corporate FDs, and NCDs.
Monitor client exposure limits and resolve client queries regarding market and investment.
Focus on generating new business and client base.
Ensure the opening of online demat accounts.
Maintain relationships with trading customers.
Handle and manage HNI clients.
Achieve revenue targets that are 5 times the cost to the Company (CTC).
Conduct stock market training sessions for clients to boost their investment knowledge and capabilities.
Efficiently manage the process of opening new demat accounts for clients.
Solicit and manage client references to expand the client base.
Engage in derivative trading to enhance client portfolio performance and company profits.

Preferred Candidate Profile:

Ability to speak in the local language and English.
Graduate from a recognized university or college.
Strong product knowledge and understanding of the capital market.
Minimum of 1 year of experience in equity broking.
Holds the latest NISM 8 certificate.
Understanding of the local market and captive client base.
Basic computer knowledge, including email and Microsoft Office.
Good operational knowledge and attention to detail.
Process orientation and knowledge of financial markets.
Experience in direct sales of demat accounts and margin collection for equity, commodity, and currency.
Revenue generation through brokerage.
Ability to research and update clients on investment opportunities and financial market trends.
Efficiently resolve complaints and issues in a timely manner.
Strong analytical skills and excellent communication abilities.
Proactive approach to client management with a proven track record of achieving financial targets.

Requirements:

Any graduate.
Good communication skills in Marathi, Hindi, English, or Gujarati (any one of the mentioned languages).
NISM VIII Equity Derivative Certificate.
A minimum of 6 months of share market experience is an added advantage.

Benefits:

Attractive incentive structure plus other benefits.
Advising clients on equity and derivatives market.
Creation of revenue and activation of clients through effective advisory.
Order punching, trade confirmation, and portfolio management.
Company-provided existing clients for advisory.
Communicating intra-day trading calls and investment ideas to customers.
Monitoring day-to-day operations at the branch.
Maintaining regular client relations and individually operating NSE/BSE terminals.
Thorough knowledge of all NSE/BSE rules, regulations, and compliance.
Generating brokerage and volume for the branch.
Business sharing of 10% after achieving 5 times CTC.
Attractive incentives for successful completion of KYC processes.

Primary Responsibilities:

Opening New Demat Accounts: Efficiently manage the process of opening new demat accounts for clients.
Revenue Achievement: Achieve revenue targets that are 5 times the cost to company (CTC).
Client Handling & Activation: Develop and maintain strong client relationships, ensuring active engagement and activation of their accounts.
Client Stock Advisory: Provide expert stock advisory services, offering research-based insights to assist clients in making informed investment decisions.
Client Service: Deliver exceptional service to maintain high levels of client satisfaction and retention.
Revenue Generation: Implement effective strategies to generate substantial revenue from various financial products and services.
Client Reference: Solicit and manage client references to expand the client base.
New Account Opening: Seamlessly facilitate the opening of new client accounts.
Brokerage Generation: Drive brokerage income through active trading strategies and client engagement.
Derivative Trading: Engage in derivative trading to enhance client portfolio performance and company profits.

Business Development:

Client Acquisition: Attract and acquire new clients interested in investing in the stock market.
Partner Recruitment: Recruit and manage sub-brokers or smaller franchisees under the master franchise to expand the business network.
Lead Generation: Generate leads through various marketing strategies, including digital marketing, seminars, webinars, and networking events.

Client Management:

Account Opening: Assist clients in opening trading and demat accounts.
Customer Support: Provide ongoing support to clients for their trading activities, addressing their queries, and ensuring smooth transactions.
Relationship Management: Build and maintain strong relationships with clients to ensure customer loyalty and satisfaction.

Training and Development:

Training Programs: Conduct training sessions for new sub-brokers and clients on using trading platforms, understanding market trends, and developing trading strategies.
Knowledge Sharing: Keep clients and partners updated with the latest market insights, research reports, and trading tips.

Compliance and Administration:

Regulatory Compliance: Ensure that all trading activities comply with the regulations set by SEBI (Securities and Exchange Board of India) and other regulatory bodies.
Administrative Tasks: Handle administrative tasks related to account management, documentation, and reporting.

Services Provided:

Trading and Investment Services: Facilitate the buying and selling of stocks, futures and options trading, commodity markets, and currency derivatives.
Research and Advisory: Offer detailed research reports, stock recommendations, and market analysis. Provide personalized investment advice based on client profiles and risk appetites.
Technology Solutions: Provide advanced trading platforms and tools for seamless trading experiences, including a mobile trading app for on-the-go trading.
Support Services: Round-the-clock customer support to assist with trading-related queries and technical issues. Access to webinars, tutorials, and articles to enhance client knowledge and trading skills.

Networking and Outreach:

Events and Seminars: Organize and participate in financial seminars, workshops, and networking events to connect with potential partners and clients.
Digital Marketing: Utilize digital marketing strategies, including social media, email campaigns, and online advertisements to reach a wider audience.
Partnership Models: Implement referral programs where existing clients and partners can refer new clients and earn incentives. Collaborate with financial advisors, wealth managers, and other financial professionals to expand the client base.

Client Onboarding:

Personalized Consultations: Offer personalized consultations to understand the needs of potential clients and provide tailored solutions.
Easy Onboarding Process: Simplify the onboarding process with digital solutions and efficient account opening procedures.

· Key Skills

Relationship Manager, Service Manager, Client Handling
Share Market, Cross Selling, Trading Account, HNI Client Handling, Client Management, NISM, Demat, KYC, Equity, Advisory, Client Servicing, Trading, MF, RM, Equity Trading, Demat, Shares, Online, Trading, Derivatives Trading, Brokerage

Incentives and Rewards:

Competitive Commission Structure: Offer attractive commission structures and performance-based incentives to partners and sub-brokers.
Loyalty Programs: Implement loyalty programs to reward long-term clients and partners.

If you meet the above criteria and are eager to join a dynamic and growing team, we would love to hear from you. Please send your resume and a cover letter.