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Equity Dealer
View: 103
Update day: 29-04-2024
Location: Rewa Madhya Pradesh
Category: Finance / Bank / Stock Sales
Industry: Staffing Recruiting
Position: Entry level
Job type: Full-time
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Job content
Dear Candidate,Greetings From "APEX SERVICES"
Designation- Manager/Assistant manager/Deputy manager
Location-Pen India
Role- Relationship Manager/Equity Dealer
CTC- up to-5 lac+ incentive + Other benefit
Branch Dealing
Key Responsibilities And Accountability
- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
- 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.
- To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
- To keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance Risk.
- Provide regular updates to the immediate superior as and when required.
- Graduate / Post graduate with minimum 1yr exp in Equities on the client advisory side
- Should have sound understanding of capital markets,
- Should be a result-oriented, selfstarter, proactive, good communication skills.
- Should possess strong networking relationship building skills.
- Should be certified in Derivative Certificate (NISM-8) for equity dealer profile
Key Responsibilities And Accountability
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients
- Will be responsible for primarily selling Equity based investment products.
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Provide regular updates to the immediate superior as an when required
- Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry.
- Should have good communication presentation skills.
- May have good existing client relationships in the market.
- Should be a self-starter, proactive target oriented.
- Should possess strong networking relationship building skills
This job is provided by Shine.com
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Deadline: 13-06-2024
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