Relationship Manager and Equity Dealer/Advisor

1 day ago

Lucknow Saharanpur Dehradun, India AnandRathi Full time
Job Description

Key Job Responsibilities -

1. Acquire quality clients through networking, data base, market intelligence and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning.
3. Promote Focus Product of the month
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services.
6. Liaison with Central Dealing Desk for revenue generation and query resolution.
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulator and organization guidelines.
9. Maintain the brand image of the organization.

Preferred candidate profile- Only from Broking , Insurance & banking

Perks and benefits- Best Incentive in Industry

Position: Equity Dealer/Advisor

Key Job Responsibilities -

1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.

2. Review relationship incase of existing clients and increase revenue through them

3. Obtain minimum five client references from existing and new clients for business expansion

4. Client Servicing based on research and back office inputs

5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy )

6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required

7. Resolve all customer queries

Preferred candidate profile- Only from Broking

Perks and benefits- Best Incentive in Industry

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