Equity Dealer(relationship Manager)
- Apex Services
- 0 to 5 Yrs
- Multi-City, India
- 4 years ago
- Email to a friend
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Job Description
Dear Candidate,
Greetings From"APEX SERVICES"
Designation- Manager/Assistant manager/Deputy manager
Role- Relationship Manager/Equity Dealer
CTC- up to-5 lac+ incentive + Other benefit 1-Dealer GENERAL ROLEThe dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head.
ESSENTIAL DUTIES & RESPONSIBILITIES
Revenue Generation
o Customer Profiling
o Activation of inactive clients
o Increasing volumes and revenue by proper guidance to customers so as to increase their
maximum participation.
o Cross selling other products
Client Interaction
o Regular Meetings with clients for maintaining relations
o References from existing clients to acquire new clients
o Updating clients on market, company research reports, new IPOs, etc
o Proper confirmations of trades to clients on daily basis.
Risk Management.
Group discussions & up-gradation of market information, research reports
General
Strive towards achieving individual goals and thereby the branch and organizational
goals
These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications
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
Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.
ESSENTIAL DUTIES & RESPONSIBILITIES
New Client Prospecting - Through cold-calling, appointments, reference etc
Explain about the Company, its products & services to existing clients & prospects
Promote investments in Equity products, Currency trading, Mutual Funds, Insurance
and PMS
Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on
market trends.
Cross Sell to existing clients
Keep regular contacts with the clients of the branch through telephone calls and meetings
Assist team members in the Branch to close leads
Provide investment application forms to clients and assist them in filling
Provide after sales service, follow-up and ensure client retention
Ensure the maintenance and enhancement of the AUM of the branch
Prepare daily sales report and send to Branch Head and Sales Manager
Make prompt entries in the back office of business done by branch in the Equity & Currency Segments
Support branch promotional activities
General
Strive towards achieving individual goals and thereby the branch and
organisational goals.
These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications
Kindly reply with an updated CV at ap*************h@gm**l.com
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Securities Trading Functional Area: Not ApplicableRole/Responsibilies: Equity Dealer(relationship Manager)Contact Details:
Company: Apex Services HiringLocation(s): Multi-City, India
Keyskills: derivatives trading equity derivatives equity equity advisory equity broking equity trading equity market shares share trading demat
Apex Services
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