Equity Dealer

☞ APEX Services

看过: 106

更新日: 28-05-2024

位置: Rewa Madhya Pradesh

类别: 金融/银行/股票 营业额

行业: IT Services IT Consulting Software Development Financial Services

水平: Entry level

工作类型: Full-time

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工作内容

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.
Skills Knowledge
  • 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
Relationship Manager-Branch Sales

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
Skills Knowledge
  • 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
Kindly reply with updated CV on apex.ujjwal@gmail.com i f you are interested for the mentioned Job Role. you can call also on 6394266681

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最后期限: 12-07-2024

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