Walk In Drive - Equity Advisor

Job Purpose:

The role is responsible for driving brokerage revenue by reactivating dormant clients and providing expert guidance on equity investments. It involves expanding client portfolios through cross-selling mutual funds, SIPs, PMS and Insurance while focusing on strengthening client relationships and ensuring high retention and customer satisfaction.

Key Deliverables:

• Generate brokerage income by advising clients on their equity portfolios.
• Re-engage inactive clients and maintain long-term relationships.
• Keep clients updated on their orders and market developments.
• Cross-sell third-party financial products such as Mutual Funds, SIP, PMS and Insurance.
• Ensure all activities comply with regulatory standards and internal policies.
• Stay informed about market trends and updates to provide accurate advice