Equity Dealer

1 week ago


Kolkata West Bengal, India Sova Transportes Full time

Identify and acquire potential clients for equity investment products and services.
- Leverage in-depth knowledge of the stock market, including market trends, company valuations, and trading principles, to provide valuable insights to clients.
- Analyze market data and investment opportunities to recommend suitable equity products to clients.
- Conduct presentations and discussions on equity products, stock market updates, and market trends with clients.
- Build and maintain strong, long-term relationships with clients by offering personalized investment advice based on their financial goals.
- Stay informed about stock market developments, economic indicators, and regulatory changes affecting the equity landscape.
- Achieve and exceed individual and team sales targets by effectively promoting equity offerings.
- Maintain accurate records of client interactions, transactions, and feedback in CRM systems.
- Collaborate with internal teams to ensure seamless client onboarding and exceptional service delivery.
- Provide timely market updates, stock recommendations, and investment strategies tailored to client needs.

Work Location: In person


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