Equity Dealer / Kolkata

Lead Management Consultancy

Job description

Greeting from LMC

Designation - Deputy Manager, Manager and Sr. Manager.

Role Type - Individual Contributor

Eligibility

Minimum of 2 years of experience as a Equity Dealer/trader in a broking firm.

Certified in NISM/NCFM VIII certificate is Mandatory.

Must have a sound understanding/knowledge of capital markets.

Responsibilities

Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele

Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

Attain maximum reach of investment ideas/stock calls initiated

Achieve healthy revenues without compromising on clients profitability

Ensure active management of clients & achieve the target active AUM

Have clear focus on client mining

Assist in new client acquisition, building new relationships and increasing depth in existing relationships

Conduct regular Client Meetings & update the same in the meeting tracker

Keep abreast of the market news, financial trends and current affairs

• Experience

  1 - 7 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree

• Role

  Equity Dealer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office