Urgent Opening For Dealer/ Trade Advisor in Leading NBFC Mumbai

☞ Adecco India Private Limited

Aussicht: 101

Update Tag: 06-05-2024

Ort: Navi Mumbai Maharashtra Mumbai Thane

Kategorie: Der Umsatz

Industrie: Investment Banking Venture Capital Private Equity

Position: Client Relationship Manager

Jobtyp: Full Time, Permanent

Erfahrung: 2 - 7 years

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Jobinhalt

Urgent Opening for Dealer/ Trade Advisor in Leading NBFC Mumbai

Designation - Dealer/ Trade Advisor / Sr. Trade Advisor
Location - Pune
Experience - 3 Years
CTC - upto 5 Lacs
Qualification - Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination

Role description -
• Reactivation of clients & acquisition of new clients – open market acquisition, cold calling, through referralsetc
• Trade on behalf of clients
• Develop and maintain a long-term relationship with customers
• Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
• Acquisition of De-mat / Trading account from open market and leads (Offline & Online)
• Conduct lead generation activities for sales penetration
• Meeting & pitching customers
• Generate Equity Business and maintain strong client relationship.
• To ensure adherence to surveillance, risk & deal desk processes

Expectations from Dealers/Trade advisors –
Experienced professionals in acquiring and trading for HNIs’ & UHNI’s
Capable of acquiring big ticket margin (min. 1 lac margin)
Capable of servicing & leveraging relationship with HNI clients
In-depth Knowledge about trading in Derivatives
Have a strong & disciplined approach to Sales
To work in a compliant and diligent manner
Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination.

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Frist: 20-06-2024

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