RM - Equity

LEADERSLADDRZ

Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market

Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers

Responsible for Handling HNI Clients too

Coordinating with clients for their daily trades in Equity.

Help customers to Execute trade online and place orders on behalf of customers.

Achieve healthy revenues without compromising on clients profitability.

Making confirmation of orders and trades done during the day to clients.

Advising clients with requisite information regarding the market condition.

Acquiring new clients through existing clients referrals.

Activating inactive clients through regular follow up.

Regularly following-up with clients and handling their queries.

Keep abreast of micro & macro economic indicators, global & domestic financial markets and impact on stock movements.

Responsible for collecting margins / market-to-market loss

MAIN RESPONSIBILITIES:

Revenue generation

Assests gathering through MF, PMS, Advisory products

TO GUARANTEE:







TO CONTRIBUTE:

Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship.

Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Ensuring the highest level of service to the clients.

REQUIRED QUALIFICATIONS:

Graduate / Post graduate

NISM Series VIII (Equity derivatives)

ESSENTIAL FUNCTIONAL SKILLS/ COMPETENCIES

Sales Skills

Enthusiasm and adaptabilty to new things and learings

PERSONAL SKILLS:

Good communication skills

Self motivated

Optimistic

• Experience

  2 - 8 Years

• No. of Openings

  2

• Education

  Any Bachelor Degree, B.A, B.C.A, B.Com

• Role

  Equity Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office