RM - Equity

LEADERSLADDRZ

• responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market

• responsible for cross selling products like insurance, mutual fund, pms, sips, ipo’s etc to the existing set of customers

• responsible for handling hni clients too

• coordinating with clients for their daily trades in equity.

• help customers to execute trade online and place orders on behalf of customers.

• achieve healthy revenues without compromising on client’s profitability.

• making confirmation of orders and trades done during the day to clients.

• advising clients with requisite information regarding the market condition.

• acquiring new clients through existing client’s referrals.

• activating inactive clients through regular follow up.

• regularly following-up with clients and handling their queries.

• keep abreast of micro & macro economic indicators, global & domestic financial markets and impact on stock movements.

• responsible for collecting margins / market-to-market loss

main responsibilities:

• revenue generation

• assests gathering through mf, pms, advisory products

to guarantee:

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•

•

to contribute:

• achieving the business target assigned in terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship.

• profiling clients & suggesting financial products (equity) to meet customer needs as per their risk appetite.

• ensuring the highest level of service to the clients.

required qualifications:

• graduate / post graduate

• nism series – viii (equity derivatives)

essential functional skills/ competencies

• sales skills

• enthusiasm and adaptabilty to new things and learings

personal skills:

• good communication skills

• self motivated

• optimistic

• Experience

  2 - 8 Years

• No. of Openings

  2

• Education

  B.A, B.C.A, B.Com, Any Bachelor Degree

• Role

  Equity Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office