Equity Dealer (Advisor)

☞ APEX Services

View: 102

Update day: 23-04-2024

Location: Jamshedpur Jharkhand

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 managerRole- Relationship Manager/Equity DealerCTC- up to-5LPA + incentive + Other benefitBranch DealingKey Responsibilities And AccountabilityResponsible for generating 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 synergistic 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.Skills KnowledgeGraduate / Post graduate with minimum 1 yr exp in Equities on the client advisory sideShould have sound understanding of capital markets,Should be result-oriented, self starter, proactive, good communication skills.Should possess strong networking relationship building skills.Should be certified in Derivative Certificate (N ISM-8) for equity dealer profileRelationship Manager-Branch SalesKey Responsibilities And AccountabilityResponsible for new client acquisition, building new relationships and increasing depth in existing relationships with clientsWill 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 requiredSkills KnowledgeGraduate / 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 skillsKindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can call also on 7052551753.This job is provided by Shine.com
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Deadline: 07-06-2024

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