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Sr Dealer Trade Advisor

Keywords / Skills : Equity Sales, Equity Dealer, Broking, Securities, Equity Advisor, Derivatives Advisor, Securities Advisor, Dealer, Trading Advisor

2 - 7 years
Posted: 2019-09-11

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).

Screening parameters -

· Should have min. 2-3 years of relevant work experience into Trading (on terminal) & HNI Client acquisition

· NISM certification is mandatory before joining

· Education qualification – Min. Graduate

· Decent Communication Skills, Presentable & Confident

· Should have relationship building & networking capabilities

· Should have sound Business acumen about the industry - derivatives market

Kindly Share your Resume on [HIDDEN TEXT] nor call on 9220105559

Regards,
Fatima Shaikh.


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
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9220105559

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