Equity Dealer

0 - 4 years

2 - 5 Lacs

jaipur

Posted:23 hours ago| Platform: Naukri logo

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Skills Required

equity advisory trading brokerage hni advisory services bonds cross selling capital market retail broking shares derivatives portfolio relationship management pms selling mutual funds acquisition equity settlement new client acquisition finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Advising HNI & Retail clients on Equity, Derivatives, currency Markets.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, Bonds, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
  • Should be presentable with good communication & convincing skill.


Preferred candidate profile

  • We are hiring dynamic & resilient individuals for our Equity Advisory Team
  • The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets
  • Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue
  • Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries
  • Additionally, client profiling is an integral part



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VEERWAL GETWORK SERVICES PRIVATE LIMITED

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