Equity Dealer

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.

We are looking for Equity Dealer. The ideal candidate should have experience into Punching client order, Cross Sell Third Party Products.

Join us if you like to: (Responsibilities section, please write the points accordingly)

• Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
• Conduct meeting with clients as part of client servicing and cross selling other financial product
• Understand the market updates for the day to provide accurate information to the client
• Profile customers based on their investment trends and past record available with us
• Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation.
• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
• Pitch clients for other investment products offered by the company
• To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business
• Update clients visit and all other communication with the client in the CRM software
• Work towards building a network and expanding the client base.

Key Result Areas

• Call Management

  Ensure all calls received at the desk are handled effectively and without waiting period

• Reactivating dormant clients

  – Continuously work towards reactivating dormant clients

• Cross Sell Third Party Products

  – Develop avenues through networking with active and reactivated clients to sell third party products

• Data Management

  – Accurately record key information of the client to build revenue generation plan

We’ll need you to bring: (Required Qualifications section, please write the points accordingly)

• Bachelor's degree any.
• 1+ Years Experience into Equity Dealer.
• NISM certified of 8 series