Equity Sales Fresher Jobs in Surat

Responsibilities1. Managing existing clients & Inactive clients .2. You need to keep yourself updated about the latest trends of mutual fund & Insurance market to be able to uplift your expertise and to be able to help KA Group magnify profits.3. Support clients in dealing with Mutual fund software.4. Collection of necessary documents from clients.5. Calling clients and ensuring product sale as well as delivery to client.6. We are looking for a competitive Sales Representative to help us expand our business by actively seeking and acquiring new clients.7. New Client Acquisition and Revenue Generation through Sale of All Insurance, MF, PMS, Equity Market Etc to HNI Clients.Skills Required:1. Excellent communication2. Familiar with Mutual fund & Insurance procedures3. Knowledge of Indian Mutual Fund & Insurance industry4. Interacting in a friendly and professional manner with customers.5. Have basic knowledge of general insurance policies6. Ability to work with computers and understand7. Goal and target oriented8. Excellent skills in communication and presentation9. Experience in delivering client-focused solutions and in creating long-lasting relationships

Key Responsibilities:Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients.Monitor stock market movements and provide real-time trading advice to clients.Maintain active communication with clients to inform them of market trends, investment options, and risk factors.Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities.Coordinate with the back-office team for timely settlement and reporting.Maintain and grow client relationships to ensure repeat business and client satisfaction.Prepare daily and periodic trading reports for internal and client use.Monitor client positions and margin requirements to prevent over-leveraging.Support in onboarding new clients and advising them on investment strategies.Qualifications:Bachelor's degree in Finance, Commerce, or a related field.Mandatory: NISM Series VIII - Equity Derivatives Certification.;

Buying and Selling in Equity Sharesto Give Trade Confirmation At the End of the Dayto Maintain Client Relationship