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Equity Advisor(Thane, Dadar, Goregoan)

3.00 to 8.00 Years   Mumbai City   31 Aug, 2019
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 2.5 - 6 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaEquity ResearchSecurities Trading
EmploymentTypeFull-time

Job Description

Role 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
Expectations from Dealers/Trade advisors
  • Experienced professionals in acquiring and trading for HNIs & UHNIs
  • 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).

Keyskills :
reactivation bdm nism research sales equities surveillance derivatives trading hni risk adherence business servicing joining radeadvisor equityderivatives warmcalling equitysales leadgeneration equityadvisory coldcalling customerrela

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