Sales Executive/ Equity Dealer

Roles and Responsibilities of Relationship Executive/ Manager:

New client acquisition for Trading and Demat account.

Revenue generation through brokerage.

Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)

Monitor and review team members' performance and help the team to achieve maximum business

Maintaining client relationship

Remain update about the latest investment products and market trend

To guide the client about the suitable investment / trading products as per clients profile

To ensure the achievement of Acquisition Targets of HNI clients, Retail clients

Roles and Responsibilities of Equity Dealer:

Advising clients with regard to their Investment in Equity, Derivative & Currency Market, Place orders on their behalf

Responsible for achieving brokerage revenue

Increasing client base through existing client referrals

To place orders for clients on the trading terminal with very high proficiency in speed and accuracy

Confirmations on Recorded Line

Communicating research advice and investment ideas to customers for portfolio churning

Focused on servicing as a dealer in Equity Cash, Equity Derivatives, Currency Derivatives, and Commodity segment

Attain through knowledge about stock market terms and trading practices

Update client for order and trade on recorded line during market hours

Maintain 0% dealing errors

Dealing on behalf of clients Providing client support and answering their queries about software, trades, positions, funds, market movements, etc

Desired Candidate Profile

Should have depth knowledge of all financial products

Should be target oriented

Should have good communication, presentation and interpersonal skills

Should have good telemarketing skills

Should be self-initiative

Remain updated about the present market scenario and financial market products and trends

Should have the zeal to help clients in achieving their financial goals

Qualifcation, Experience, CTC:

Any Graduate/Any Post Graduate

Age not more than 35 Years

Experience in Stock Broking industry is Must

Work from Office

3 LPA to 5 LPA

NISM VIII - Equity Derivatives certification Mandatory (For Equity Dealer)

Job Type
Full Time
75 days ago

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