Equity Dealer

JobTitle:

Experience:

Location:

Qualification:

Joining:

Roles and Responsibilities

?AcquirenewclientsforTradingandDemataccounts.

?Generate revenue through brokerage and achieve assigned business targets.

?Execute buy/sell orders for clients in equity and derivatives segments.

?Cross-sell investment products such as:

?Mutual Funds & SIPs

?PMS

?Advance Brokerage Products

?Loans, Life Insurance & Health Insurance (as per client requirements)

?Guideclientsinchoosingsuitabletrading/investmentproductsbasedontheirrisk appetite.

?Maintain strong client relationships to ensure high satisfaction levels.

?Stay updated on market trends, new financial products, and regulatory developments.

?Achieveacquisitiontargets forbothRetail andHNI clients.

?Monitor,guide,andsupportteammembersinmeetingtheirbusinesstargets.

Desired Candidate Profile

Mandatory Certification:

?Strong understanding of stock markets and financial products.

?Target-drivenwithexcellentsalesandcustomerserviceorientation.

?Good communication, presentation, and interpersonal skills.

?Strong telecalling and client engagement capabilities.

?Self-driven,proactive, and able to work independently.

?Well-informedaboutcurrentmarkettrendsandinvestmentstrategies.

?Passionate about helping clients achieve their financial goals.