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ROLES FIRMS/CO.
Equity Research Analyst Accenture
Equity Research Analyst
Crispidea
Fortune India 500 Banking Firm
Equity Dealer MSE Financial Services Limited
Technical Analyst - Helpdesk Specialist
Nirmal Vision
RA Finlight Research India Pvt Ltd
Indian Stock Market Trainer
Tradeshala
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Trendy Traders Academy
Equity Dealer ATS Share Brokers
sales executive 4percenttrader
Master Consultants
The Fortune Finance
APEX Services
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Business Devlopment executive Equiscan Research
Stock Market Mentor
Stock Market Mentor
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Customer Service
research analyst East Green
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Research Analyst Synaptic
Equity market APEX Services
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Skills
Corporate planning & strategic planning. Problem-solving skills
Written and verbal communication
Ratio Analysis
conversant with the latest industry trends
NISM and NCFM Certification
Should have good control over English writing skills
Excel/PowerPoint/Word skills
Investment Banking / Equity Research Analyst
Good communication required
Analyse macroeconomic trends, geopolitical factors, and global events that could impact financial markets.
Responsible for tasks associated with Capital Markets / Fund Administration / Finance
Maintains database by entering, verifying, and backing up data
Active Directory, Ticket Management, Office 365, VPN, MS Excel, troubleshoot hardware and software issues.
Financial Analysis, Market Research, Stock Market, Financial Advisory, Market Analysis, Finance
assess company-specific news, earnings reports, and other relevant information to evaluate investment opportunities.
Gather financial data from various sources, such as stock exchanges, financial databases, and regulatory filings.
Utilize quantitative and qualitative analysis techniques to interpret data, identify patterns, and extract meaningful insights.
Analyse historical price movements, trading volumes, and volatility to identify potential trends and opportunities.
Provide recommendations on asset allocation, sector preferences, and individual stock picks. Collaborate with portfolio managers and trade
develop investment strategies based on research findings. 9. Prepare research reports, investment outlooks, and market commentaries that p
and actionable insights for clients and internal teams.
Perform technical analysis by studying price charts, patterns, and technical indicators to predict future price movements.
Stay updated with market trends, regulatory changes, and industry developments that could impact investment decisions.
Conduct educational sessions on stock market fundamentals, technical analysis, fundamental analysis, and portfolio management.
Develop comprehensive training modules tailored for different levels of learners – from beginners to advanced traders.
Stay updated with the latest market trends, regulatory changes, and financial news relevant to the Indian stock market.
Assist in the practical application of theoretical knowledge through simulated trading sessions or using real-time market data.
Evaluate learners’ progress and provide personalized feedback to improve their trading strategies.
Organize and lead webinars, workshops, and guest lectures by market experts.
Create and disseminate educational content, including articles, videos, and e-books.
Address any queries or doubts related to stock market concepts, trading, and investments.
Ensure compliance with all regulatory norms and ethical guidelines in teaching and trading practices.
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The Business Development Manager will be responsible for identifying new business opportunities, developing and maintaining relationsh
clients, creating and implementing marketing strategies, and collaborating with internal teams to enhance the client experience. The Busine
Development Manager will represent Trendy Traders Academy in a professional and effective manner at all times.
Sales and Business Development skills
Excellent communication and interpersonal skills
Ability to understand and analyze financial markets and products
Strong organizational and time-management skills
Experience in the stock market investing and trading industry preferred
Bachelor's degree in Business, Marketing, Finance or related field
Ability to work independently as well as part of a team
Demonstrated ability to meet and exceed sales targets and revenue goals
Familiarity with CRM software and other sales tools
Communicating Intra-day Trading Calls And Investing Ideas To Customers.
2. Monitoring Day To Day Operations At the Branch.
3. Maintaining Regular Relations With Clients.
4. Individually Operate Nse / Bse Terminals.
5. Thorough Knowledge Of All Nse / Bse Rules & Regulations And Compliance.
6. Ability To Advise The Clients From Time To Time Based On The Research advice.
7. Generating Brokerage And Volume To The Branch.
8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, An
Confirmations.
9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients.
10. Developing Relationship With Hni Clients And Generating Leads Through References.
11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation
Responsible for Acquire Dmat and trading accounts
Lead Generation through all sources i.e. Cold Calling, whatsapp, social media, LinkedIn etc.
Cross-sell the other product, Oversee the sales Process to attract new clients
Responsible for Business development through acquisition and retention of clients.
Ensure to maintain professional attitude to deal with prospects and customers.
Convert customers from leads, proactively identify and target potential clients within the stock market industry. 2. Responsible for generati
potential customers with the main goal to achieve sales. 3. Help Customers in Stock Market trading with the team of Research analyst. 4. C
thorough market research to understand industry trends, competitor activities, and potential areas for business growth. 5. Act as a trusted ad
providing insights and solutions to address client needs effectively. 6. Maintain accurate and up-to-date records of sales activities, leads, an
opportunities in the CRM system. 7. Follow up on any sales leads, clearly providing relevant facts, reviewing clients feedback and making
changes. 8. Build and maintain strong connections with new and existing clients to understand their needs, challenges, and objectives. 9. Pr
deliver persuasive proposals and negotiate terms to reach mutually beneficial agreements. 10. Meet and exceed sales targets and KPIs on a
monthly basis. 11. Becoming a product expert and be able to effectively present the companys items to current and new customers. 12. Dev
implementing new sales strategies to grow the business. 13. Negotiating with clients to secure deals at attractive prices. Requirements:
Any Bachelors degree. 2. Proven track record of success in B2C sales, preferably within the stock market or financial services industry. 3. F
also can apply. 4. Strong understanding of stock market concepts, investment products, and financial instruments. 5. Excellent written and
communication. 6. Self-motivated and driven to exceed targets while maintaining a customer-centric approach. 7. Ability to convince poten
build and maintain strong client relationships and handle objections effectively. 8. Ability to work collaboratively in a team-oriented enviro
Graduate / Post Graduate (Finance) with NISM VIII Certification
Minimum Graduation
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Should have a sound understanding / knowledge of capital markets.
Should be result-oriented, self-starter, proactive, good communication skills.
Should be certified inEquity Derivative Certificate(NISM 8) - Mandatory.
Any Bachelor's degree
Proven track record of success in B2C sales, preferably within the stock market or financial services industry
Convert customers from leads, proactively identify and target potential clients within the stock market industry
Responsible for generating calls to potential customers with the main goal to achieve sales
Help customers in stock market trading with the team of research analysts
Conduct thorough market research to understand industry trends, competitor activities, and potential areas for business growth
Act as a trusted advisor, providing insights and solutions to address client needs effectively
Maintain accurate and up-to-date records of sales activities, leads, and opportunities in the CRM system
Follow up on any sales leads, clearly providing relevant facts, reviewing client's feedback, and making necessary changes
Build and maintain strong connections with new and existing clients to understand their needs, challenges, and objectives
Prepare and deliver persuasive proposals and negotiate terms to reach mutually beneficial agreements
Meet and exceed sales targets and KPIs on a weekly and monthly basis
Become a product expert and be able to effectively present the company's services to current and new customers
Develop and implement new sales strategies to grow the business
Negotiate with clients to secure deals at attractive prices
1 to 3 years of experience in the stock market domain
Strong knowledge of the Indian Stock Market
Ability to mentor and guide students effectively
Experience in conducting online audio/video classes
Fluency in English/Hindi/Kannada
Ability to present themselves in stock market educational content in social media and ads.
Good presentation and camera facing skill.
Mentor students and take live sessions.
Should have knowledge of Stocks markets, FNO (Future and Option), Intraday.
Basic understanding of mutual funds and stock market platform.
Strong English and Hindi communication Skills.
Must be able to clearly communicate the message to customers and handle the call professionally.
Candidates should handle stocks related Queries on Calls, Chat and Email.
Should be flexible working with all the processes.
The candidate needs to have 1-3 years of relevant experience, preferably on the buy-side
Good understanding of basic financial statements, ratios and valuation concepts
Ability to think using first principles and filter signal from the daily noise in stock markets
Proficiency in using multiple data sources to collate and analyze information by drawing own conclusion and making sense out of the data
Strong verbal and written communication skills
Independent thinking, diligence, persistence and curiosity is critical for long term success in this role
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Education: Graduate degree in any discipline with a quantitative bent of mind
Initiate a welcome call to new customers and activate the customer through first trade order.
Provide complete Product Information (Equity / Derivatives) on call to customers.
To trade on behalf of clients initially and educate clients to process DIY through mobile/web apps.
Identifying new streams of revenue and maintaining cordial relationships with existing clients.
Achieve the laid down target with reference to revenue generation and client activation.
Cross sell / Upsell of Third Party Products.
Skills:-
Minimum Graduation
Should have a sound understanding / knowledge of capital markets.
Should be result-oriented, self-starter, proactive, good communication skills.
Should be certified inEquity Derivative Certificate(NISM 8) - Mandatory.
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Assorted key words
Strategic Planning,industry trends, Excel/PowerPoint/Word skills ,Maintains database by entering, verifying, and backing up d
compliance with all regulatory norms and ethical guidelines,Sales and Business Development skills,
Excellent communication and interpersonal skills, CRM software
Responsible for generating calls to potential customers with the main goal to achieve sales.
record of success in B2C sales
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key words used
Excel/PowerPoint/Word skills ,Maintains database by entering, verifying, and backing up data, troubleshoot hardware and software issues
ms and ethical guidelines,Sales and Business Development skills,
personal skills, CRM software
o potential customers with the main goal to achieve sales.
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ardware and software issues, Prepare research reports,undamental analysis, and portfolio management,
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