Job Description
These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).
Role description –
- Reactivation of clients & acquisition of new clients – open market acquisition, cold calling, through referrals
- 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 relationships.
- To ensure adherence to surveillance, risk & deal desk processes
Expectations from Dealers/Trade advisors –
- Experienced professionals in acquiring and trading for HNIs’ (High Net worth Individuals 25 lakhs and above & UHNI’s (Deals in Crores)
- 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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