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Rm Dealer
3 weeks ago
Experience: 1 Year
- Company: Marwadi Shares and Finance Limited
- Location: Ahmedabad (C.G.Road-Regional Office) - HO
- Trading in equity or Commodity terminal
- All mass file downloading, reading of research report and limit opening for some special clients
- Trading activity, dormant client follow up, some prospective client follow up.
- Trade confirmation
- Business development, new acquisition, service call, marketing activity etc.
- Reporting to branch manager, any other service activity or follow up work for business development.
- Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc.
- Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc.
- Discussing various lucrative investment opportunities and assisting them with various instruments like IBT, IPOs, NPS etc.
- To provide client service and engagement at 360 degree levels.
- Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor marketing activities etc.
- Providing branch operational support.
- Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s advice.**Skills**:
- Dealer
- MS Excel
- PowerPoint
- Problem Solving
- Analysis
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