Equity Dealer cum Advisor

4 weeks ago

Ahmedabad, India QuickTurtle Full time

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error.

2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge.

3) Keep clients in active category as per the defined norms.

4) Activate dormant clients.

5) Resolve client querries.

6) Maintain records of business on internal software.

7) Liaison with branches for revenue generation and query resolution

8) Follow guidelines of Risk management and Settlement

9) Ensure compliance as per various regulator and organization guidelines.

10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intelligence and references from existing clients.

11) Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

Location-Mumbai, Ahmedabad, Surat, Bengaluru, Hyderabad, Chennai, Kolkata, Pune, Jaipur, Chandigarh, Delhi, NCR, Vadodra

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