Job Description Job Brief: He/She will do advisory to assigned clients to trade and investment along with the risk associated with a particular trade. Further intimating clients about market updates which will have an impact on their portfolio. He/she will do cross selling of all investment products. Responsibilities :1 Executing trades and informing clients. · Business Development – Identifying and securing new business opportunities through strategic partnerships and client engagement. · Wealth Management – Maximizing client wealth through investment planning, risk assessment, and portfolio optimization. · Investment Advisory – Providing tailored investment recommendations based on market research and financial analysis. · Marketing – Promoting financial products through targeted campaigns, email marketing, and event participation. · Brand Building – Enhancing company visibility and reputation through networking, strategic partnerships, and industry events. · Financial Forecasting, Reporting, and Analysis – Analyzing financial data to predict trends, prepare reports, and support decision-making. · Market Research – Conducting industry and competitor analysis to identify trends and improve investment strategies. · Sales and Cold Calling – Engaging potential clients through direct outreach to generate leads and drive conversions. Result oriented- Attaining targets to get business growth. Skills Required : 1 Commerce graduate 2 knowledge of finance & accounts 3 Required fresher or 6 month experience. 4 hand on excel sheet & to do sheets. *Probation period is of 3 month *Salary- negotiable *Candidate need to