Equity Dealer

Role & responsibilities

Execution of client trades with negligible errors and provide trade

confirmations while ensuring complete compliance with regulatory and

organisations compliance norms

• Achievement of daily targets on recommendations on various offerings

and updating the same to the Trader champion.

• Achievement of assigned Clusters Revenue Targets , Managed Brokerage

and Cross Selling Targets.

• Disemmination of product recommendations messages to allocated

client using compliant messaging systems

• Effective handling of

client queries thus ensuring efficient client

enagagement.

• Application of technicals analysis to queries relating to the market and

stock movements thus enabling conversion of opportunities into Trades

• Dissemminating Fundamental research recommendations to meet

investing requirements of allocated clients

• Responsibilty of Margin collections for trade both online and through

cheques/RTGS.

• Efficient management of allocated book and achievement of the

targetted revenues from this allocated book with a constant endeavour to

grow the book over the time

• Constant efforts on direct databases for activation / reactivation /

retention of clients.

• Client retention by reviewing needs of clients, proposing solutions and

working out win-win deals whenever required.

• New Client Acquisition of trading accounts and ensure achievement of

targetted revenues from the newly acquired clientele.

• To ensure the desired NPS score is achieved

Preferred candidate profile

NISM VIII is required

Perks and benefits