Equity Dealer

1 week ago

Ballygunge Kolkata West Bengal, India SAFEPOINT GROUP OF COMPANIES Full time

Position - Equity Dealer

Experience - Min 5 year

Salary - Upto 20k

Location - Ballygunge

As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.

Job Responsibilities
- **Key Responsibility Area**
- Receiving calls from clients to buy or sell equity & commodities shares or any listed financial instrument.
- Providing necessary information which could help the customer make decisions on the trades.
- Punching the trades in the system & Giving trade confirmations.
- Placing orders (limit, market, stop loss etc.) on behalf of the clients.
- Checking limits of each client & Giving the client net positions with daily profit & loss.
- Follow up for cheque collection / online transfer for pay-in obligations.
- Take pay-out requests and follow up for pay-out obligations.
- Send ledgers and profit and loss statements to clients.
- Provide views to clients with the help of technical charts.
- Open the call, Greet the customers, introduce the company and the products and close the call.
- Follow up with customer, Handling queries, Taking personal appointments,
- Getting the accounts opened, Filling the account opening forms and taking the necessary signatures & Process the documents.
- Taking the required documents and completing the KYC requirements.
- Verification of KYC documents.
- Take the account opening cheque.
- Give the client his trading and demat account details.
- Guide the client on the procedure of investing /trading.
- Follow up with inactive customers.
- Guide them about their portfolios.
- Provide customers guidance on how to improve their portfolio.
- Bring new clients.

**Salary**: ₹10,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Ballygunge, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 5 years (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

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