Equity Dealer/advisor

Year    UP, IN, India

Job Description

Role & responsibilities



Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure timely collection of margins and market-to-market losses.

Preferred candidate profile



Experience: Minimum 1 years of experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a solid understanding of financial products and market trends. Must not have any self-trading experience. Strong expertise in client acquisition, retention strategies, and achieving sales targets. Prior experience in the broking industry is essential.
Job Types: Full-time, Permanent

Pay: ?10,994.56 - ?30,694.21 per month

Benefits:

Cell phone reimbursement
Experience:

total work: 3 years (Preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD4693080
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year