Dealer-stock broking

2 - 6 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Dealer at Geojit Financial Services Ltd, your role involves the following responsibilities: - Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to clients" preferences and confirmation. - Suggest trade and investment recommendations based on inputs from the fundamental and technical research team. - Execute buy and sell orders for clients across different financial markets and instruments in a timely and accurate manner, ensuring proper evidence of the order is acquired (Confirm with client: TRAQS- TRADE CODE, RATE, ACTIVITY, QUANTITY, and SCRIP). - Proactively expand the customer base by prospecting for new clients through methods such as cold-calling, appointment scheduling, and leveraging references/leads. - Ensure clients receive accurate trade confirmations on a daily basis. - Report any customer grievances related to trade disputes directly to the Compliance Department at the Head Office promptly. - Activate dormant or inactive clients by encouraging them to resume trading. - Implement cross-selling strategies based on customer needs, offering third-party products to enhance engagement with current clientele and maximize revenue generation for the company. - Maintain consistent communication with clients through telephone calls and in-person meetings. - Stay updated on market conditions, trends, and news that may impact the prices of securities or other financial products. Qualifications Required: - Previous experience in a similar role within the financial services industry. - Strong understanding of financial markets and investment products. - Excellent communication and interpersonal skills. - Ability to work effectively under pressure and in a fast-paced environment. - Proven track record of meeting and exceeding targets. (Note: No additional details about the company were provided in the job description.),

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Geojit logo
Geojit

Financial Services

Kottayam

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