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Sr. Dealer/Trade Advisor/ Sr. Trade Advisor (Equity)

Keywords / Skills : Client Acquisition , Trading, Cold Calling, Open Market Acquisition, Stock Markets

3 - 10 years
Posted: 2019-03-12

Sales/ Business Development
Sales Exec/ Sales Representative
Posted On
12th Mar 2019
Job Ref code
Job Description

Job Description

About Us :
We at Vitasta Consulting Pvt. Ltd are servicing the talent acquisition needs for many national and international clients across various domains. We have been helping find a large number of our clients quite a few leaders, functional experts as also emerging precocious talent since 1997.

About Company :
Our client is currently engaged in the business of securities broking and is a registered as a Stock Broker with SEBI. It is a member of BSE and NSE and offers equity and derivatives trading through NSE and BSE. It holds PMS license from SEBI and offers portfolio management services.

Roles and Responsibility :

Job Description
Job Title:Sr. Dealer/Trade Advisor/ Sr. Trade Advisor (Equity)
Department:Dealing Desk
Qualifications: Graduate
Total Work Experience: 3 10 years
Relevant Work Experience: 2 -3 years
Nature of Relevant Work Experience Required:
Experienced in dealing of 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).
Job Description:
  • Reactivation of clients & acquisition of new clients open market acquisition, cold calling, through referralsetc
  • 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

  • Competencies Required:
  • 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
  • Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination.
  • Should have min. 2-3 years of relevant work experience into Trading (on terminal) & HNI Client acquisition
  • Decent Communication Skills, Presentable & Confident
  • Should have relationship building & networking capabilities
  • Have a strong & disciplined approach to Sales
  • To work in a compliant and diligent manner

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