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Topaz - Trade Advisor; Mumbai
5 months ago
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