Equity Advisor

Dear Candidate,

Greetings From APEX SERVICES

Designation- Assistant manager/Deputy manager

Role- Relationship Manager/Equity Dealer

CTC- upto-6 LPA + incentive + Other benefit

Branch Dealing

GENERAL ROLE

The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head.

ESSENTIAL DUTIES & RESPONSIBILITIES

1. Revenue Generation

2. Customer Profiling

3. Activation of inactive clients

4. Increasing volumes and revenue by proper guidance to customers so as to increase their

maximum participation.

5. Cross selling other products

6. Client Interaction

7. Regular Meetings with clients for maintaining relations

8. References from existing clients to acquire new clients.

9. Updating clients on market, company research reports, new IPOs, etc.

10. Proper confirmations of trades to clients on daily basis.

11. Risk Management.

12. Group discussions & up-gradation of market information, research reports

General Strive towards achieving individual goals and thereby the branch and organizational

goals.

(LOCATION-JAMMU, PATIALA, AMRITSAR, BATHINDA, CHANDIGARH, JALANDHAR

apex.sandhyapatel@gmail.com