Equity Dealer

**Key Responsibilities**:

- Generate brokerage by advising clients on their equity portfolios.
- Develop and maintain long-term relationships with clients to retain existing customers and generate new business.
- Stay constantly updated with market knowledge.
- Ensure all activities comply with risk and compliance frameworks.
- Keep clients updated on their orders and market trends.
- Cross-sell third-party products such as mutual funds, SIPs, and PMS.
- Execute orders on behalf of clients and ensure high trade volumes and frequent trading.
- Promote research calls to increase trading volume and frequency.
- Maintain a high activation ratio and a large number of traded clients.
- Recommend and guide clients on investment strategies.
- Drive distribution business through wealth products like mutual funds, PMS, insurance, bonds, corporate FDs, and NCDs.
- Monitor client exposure limits and resolve client queries regarding market and investment.
- Focus on generating new business and client base.
- Ensure the opening of online demat accounts.
- Maintain relationships with trading customers.
- Handle and manage HNI clients.
- Achieve revenue targets that are 5 times the cost to company (CTC).
- Conduct stock market training sessions for clients to boost their investment knowledge and capabilities.
- Efficiently manage the process of opening new demat accounts for clients.
- Solicit and manage client references to expand the client base.
- Engage in derivative trading to enhance client portfolio performance and company profits.
- Ability to speak in the local language and English.
- Graduate from a recognized university or college.
- Strong product knowledge and understanding of the capital market.
- Minimum of 1 year of experience in equity broking.
- Holds the latest NISM 8 certificate.
- Understanding of the local market and captive client base.
- Good operational knowledge and attention to detail.
- Process orientation and knowledge of financial markets.
- Experience in direct sales of demat accounts and margin collection for equity, commodity, and currency.
- Revenue generation through brokerage.
- Ability to research and update clients on investment opportunities and financial market trends.
- Efficiently resolve complaints and issues in a timely manner.
- Strong analytical skills and excellent communication abilities.
- Proactive approach to client management with a proven track record of achieving financial targets.

**Requirements**:

- Any graduate.
- Good communication skills in Marathi, Hindi, English, or Gujarati (any one of the mentioned languages).
- NISM VIII Equity Derivative Certificate.
- A minimum of 6 months of share market experience is an added advantage.

**Benefits**:

- Attractive incentive structure plus other benefits.
- Advising clients on equity and derivatives market.
- Creation of revenue and activation of clients through effective advisory.
- Order punching, trade confirmation, and portfolio management.
- Company-provided existing clients for advisory.
- Communicating intra-day trading calls and investment ideas to customers.
- Monitoring day-to-day operations at the branch.
- Maintaining regular client relations and individually operating NSE/BSE terminals.
- Thorough knowledge of all NSE/BSE rules, regulations, and compliance.
- Generating brokerage and volume for the branch.
- Business sharing of 10% after achieving 5 times CTC.
- Attractive incentives for successful completion of KYC processes.

**Primary Responsibilities**:

- Opening New Demat Accounts: Efficiently manage the process of opening new demat accounts for clients.
- Revenue Achievement: Achieve revenue targets that are 5 times the cost to company (CTC).
- Client Handling & Activation: Develop and maintain strong client relationships, ensuring active engagement and activation of their accounts.
- Client Stock Advisory: Provide expert stock advisory services, offering research-based insights to assist clients in making informed investment decisions.
- Client Service: Deliver exceptional service to maintain high levels of client satisfaction and retention.
- Revenue Generation: Implement effective strategies to generate substantial revenue from various financial products and services.
- Client Reference: Solicit and manage client references to expand the client base.
- New Account Opening: Seamlessly facilitate the opening of new client accounts.
- Brokerage Generation: Drive brokerage income through active trading strategies and client engagement.
- Derivative Trading: Engage in derivative trading to enhance client portfolio performance and company profits.

**Business Development**:

- Client Acquisition: Attract and acquire new clients interested in investing in the stock market.
- Partner Recruitment: Recruit and manage sub-brokers or smaller franchisees under the master franchise to expand the business network.
- Lead Generation: Generate leads through various marketing strategies, including digital marketing