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Sr Dealer Trade Advisor

Keywords / Skills : Equity Advisor, Equity Dealer, Broking Advisor, Derivatives Advisor, Trading Advisor, Relationship Manager, Agent, Demat Advisor, Securities Advisor, Equity Derivatives, Equity Dealing, Equity Sales, Mutual Funds Sales, Securities

2 - 10 years
Posted: 2019-09-14

Industry
Banking/Accounting/Financial Services
Function
Banking, Insurance & Financial Services
Role
Equity Dealer
Salary
2.50 - 6.50 lacs
Posted On
14th Sep 2019
Job Description
Designation

Ideal years of experience

Sr. Dealer/Trade Advisor/ Sr. Trade Advisor/BDM

3-10 years (relevant experience)

Trade Advisors – These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).

Role description –

· Reactivation of clients & acquisition of new clients – open market acquisition, cold calling, through referrals…etc

· Trade on behalf of clients

· Develop and maintain a long-term relationship with customers

· Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads

· Acquisition of De-mat / Trading account from open market and leads (Offline & Online)

· Conduct lead generation activities for sales penetration

· Meeting & pitching customers

· Generate Equity Business and maintain strong client relationship.

· To ensure adherence to surveillance, risk & deal desk processes

Expectations from Dealers/Trade advisors –

· Experienced professionals in acquiring and trading for HNIs' & UHNI's

· Capable of acquiring big ticket margin (min. 5 lacs margin)

· Capable of servicing & leveraging relationship with HNI clients

· In-depth Knowledge about trading in Derivatives

· Have a strong & disciplined approach to Sales

· To work in a compliant and diligent manner

· Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination.

***(On exception, we can look at candidates having good client network & experience but does not have NISM, he can be considered & offered but their joining is subject to completing NISM certification).

Interested Candidates Kindly Share your resumes on [HIDDEN TEXT] or call on 9220105556

Regards,

Fatima Shaikh.
Manager HR


About Company

i tech Solutions Pvt. Ltd. ( an ISO 9001 - 2008 Certified Company ) is India's No.1 Recruitment Company for BPO / ITO / Meida/ Accounts/ KPO / MNC / Telecomm / IT and Corporate Companies for Jobs across India.

www.itechsolutions.net.in
www.jobsvala.com
9220105559

Note : We don't Charge from any candidate neither we send any kind of offer or selection letter through courier.It has been noticed that some body is using our company name to charge from the candidate.Please inform us or consult nearby police station to complain about the same.
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