Equity Dealer

1 day ago

Navi Mumbai, India Ventura Securities Full time

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.

Job Description:

We are looking for Equity Dealer. The ideal candidate should have experience into Punching client order, Cross Sell Third Party Products.

Join us if you like to: (Responsibilities section, please write the points accordingly)

  • Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
  • Conduct meeting with clients as part of client servicing and cross selling other financial product
  • Understand the market updates for the day to provide accurate information to the client
  • Profile customers based on their investment trends and past record available with us
  • Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation.
  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • Pitch clients for other investment products offered by the company
  • To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business
  • Update clients visit and all other communication with the client in the CRM software
  • Work towards building a network and expanding the client base.

Key Result Areas

  • Call Management Ensure all calls received at the desk are handled effectively and without waiting period
  • Reactivating dormant clients – Continuously work towards reactivating dormant clients
  • Cross Sell Third Party Products – Develop avenues through networking with active and reactivated clients to sell third party products
  • Data Management – Accurately record key information of the client to build revenue generation plan

We'll need you to bring: (Required Qualifications section, please write the points accordingly)

  • Bachelor's degree any.
  • 1+ Years Experience into Equity Dealer.
  • NISM certified of 8 series

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