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Retail Equity Dealer/PCG Dealer/NRI Dealer

3 - 8 years

5 - 15 Lacs

Kolkata Delhi / NCR Mumbai (All Areas)

Posted:8 hours ago| Platform: Naukri logo

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Skills Required

equity dealer Brokerage Generation Punching Cross Sales Third Party Products Equity Broking Terminal Advisory Stock Broking NISM TPP Equity Advisory PCG advisor Dealing Online Trading Brokerage

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities (Retail dealer) Manage client relationships, provide investment advice, and execute trades on behalf of clients. Generate brokerage through cross-selling third-party products such as TPPs (Third Party Products) and terminal sales. Develop new business opportunities by identifying potential clients and expanding existing relationships. Client acquisition as if required. Roles and Responsibilities (NRI dealer) Advise the NRI clients on their Investments and provide information about current market trends. Handling NRI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts & Cross-selling of other financial products Roles and Responsibilities (PCG dealer) • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings.

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