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, IPO’s 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 client’s 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 client’s 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:

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•

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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

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

• 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