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Topaz - Trade Advisor; Mumbai

5 months ago


Ahmedabad, India Riverforest Connections Full time

Role description ?

Reactivation of clients & acquisition of new clients ? open market acquisition, cold calling, through referrals?etc

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 relationship.

To ensure adherence to surveillance, risk & deal desk processes

Expectations from Dealers/Trade advisors ?

Experienced professionals in acquiring and trading for HNIs' & UHNI's

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

**Skills Required**:
acquisition of new clients;Reactivation of clients;relationship;Dealing

**Location**

Pune / Ahmedabad / Surat

**Years Of Experience**

2 to 7 Years