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Equity Dealer/ Equity Advisor / Trade Advisor

Sun Life · Chennai, Tamil Nadu, India - Coimbatore, Tamil Nadu, India - Kochi, Kerala, India

1–6 yrs experiencefull_timePosted 1w ago

Job description

**Roles and Responsibilities** - Handle client queries related to equity markets, including brokerage generation, trading, and investment products. - Provide guidance on market trends, stock analysis, and portfolio management to clients. - Execute trades on behalf of clients through various exchanges (NSE/BSE) and other platforms. - Generate revenue by cross-selling insurance products such as NISM Mutual Funds, PMS, AIFs, Structured Products & Bonds. - Maintain accurate records of transactions and provide regular updates to clients. **Desired Candidate Profile** - 2-7 years of experience in dealing with equities or capital markets. - Strong knowledge of broking services, dealing operations, equity sales, trade execution processes. - Familiarity with NISM certification requirements for mutual fund sales.