Advisor

Jainam Broking Ltd; Jodhpur; On-site; INR 350,000 - 650,000; Full time

Job summary

Jainam Broking Ltd in India seeks a client acquisition and wealth advisory professional to onboard new clients for Demat and Trading accounts, engage them in trading, and drive brokerage revenue.

You will offer guidance across Equity, Mutual Funds, IPOs, bonds and PMS, maintain relationships, cross-sell products, monitor market trends, and ensure compliance with SEBI and exchanges while meeting revenue targets.

Qualifications

• Strong knowledge of Equity Markets and Investment Products.
• Excellent communication and relationship management skills.
• Sales and target-oriented approach.
• Good understanding of Demat and Trading account processes.
• Ability to analyze market trends and provide investment recommendations.
• Proficiency in MS Office and CRM tools.

Responsibilities

• Acquire and onboard new clients for Demat and Trading accounts.
• Generate brokerage revenue through active client engagement and trading activation.
• Provide investment guidance on Equity, Mutual Funds, IPOs, Bonds, PMS, and other financial products.
• Develop and maintain strong relationships with existing clients.
• Identify customer investment needs and recommend suitable financial solutions.
• Cross-sell and up-sell investment products to maximize revenue.
• Stay updated with market trends, economic developments, and investment opportunities.
• Ensure adherence to SEBI, Exchange, and internal compliance guidelines.
• Achieve assigned revenue, activation, and client acquisition targets.
• Resolve client queries and provide timely support.

Skills

Equity markets

Investment products

Communication

Relationship management

Sales

Demat accounts

CRM tools

MS Office

Education

Graduate in any discipline

NISM VIII Certification

MBA/PGDM in Finance

Tools

CRM tools

MS Office

Job description

Key Responsibilities:

• Acquire and onboard new clients for Demat and Trading accounts.
• Generate brokerage revenue through active client engagement and trading activation.
• Provide investment guidance on Equity, Mutual Funds, IPOs, Bonds, PMS, and other financial products.
• Develop and maintain strong relationships with existing clients.
• Identify customer investment needs and recommend suitable financial solutions.
• Cross-sell and up-sell investment products to maximize revenue.
• Stay updated with market trends, economic developments, and investment opportunities.
• Ensure adherence to SEBI, Exchange, and internal compliance guidelines.
• Achieve assigned revenue, activation, and client acquisition targets.
• Resolve client queries and provide timely support.

Required Qualifications:

• Graduate in any discipline.
• NISM VIII Certification preferred.
• MBA/PGDM in Finance will be an added advantage.

Experience:

• 1 to 5 years of experience in Stock Broking, Wealth Management, or Financial Services.
• Freshers with NISM certification and strong market knowledge may also be considered.

Required Skills:

• Strong knowledge of Equity Markets and Investment Products.
• Excellent communication and relationship management skills.
• Sales and target-oriented approach.
• Good understanding of Demat and Trading account processes.
• Ability to analyze market trends and provide investment recommendations.
• Proficiency in MS Office and CRM tools.

Key Performance Indicators (KPIs):

• Revenue Generation
• Client Acquisition
• Active Client Base Growth
• Trading Activation Ratio
• Cross-Selling of Financial Products
• Client Retention and Satisfaction