Walk-in Interview For Team Leader

The Frontline

responsibilities:

client acquisition and relationship management:

acquire new clients and build relationships with existing ones.

understand clients' financial goals, risk tolerance, and investment preferences.

provide investment advice and recommend suitable investment products.

market analysis:

stay informed about market trends, economic indicators, and financial news.

conduct research and analysis on various stocks, bonds, and other financial instruments.

execution of trades:

execute buy and sell orders on behalf of clients.

monitor market conditions and execute trades in a timely manner.

use trading platforms and tools effectively.

risk management:

assess and manage risks associated with different investment strategies.

provide risk management advice to clients.

compliance:

ensure compliance with relevant financial regulations and industry standards.

keep abreast of regulatory changes and updates.

portfolio management:

assist clients in building and managing investment portfolios.

monitor portfolio performance and suggest adjustments as needed.

client education:

educate clients on investment products, market conditions, and financial planning strategies.

provide regular updates and reports on clients' portfolios.

sales and revenue generation:

meet sales targets and generate revenue for the brokerage firm.

cross-sell financial products and services.

qualifications:

education:

bachelor's degree in finance, business, economics, or a related field. advanced degrees (., mba) may be advantageous.

licenses and certifications:

obtain relevant licenses, such as series 7 and series 63, as required by regulatory authorities.

additional certifications, like chartered financial analyst (cfa) or certified financial planner (cfp), may be beneficial.

skills:

strong understanding of financial markets and investment products.

excellent communication and interpersonal skills.

analytical and critical thinking skills.

• Experience

  3 - 7 Years

• No. of Openings

  3

• Education

  Any Bachelor Degree

• Role

  Sales Team Leader

• Industry Type

  Recruitment Consulting / Staffing Services

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office