Equity Dealer/ Equity Trader

5 days ago


Mumbai, India Webbizzare Full time

Position - Equity dealer

Years of Experience: 2 Years and above

Qualification: Any Graduate

Certification: NISM Series 8vailidy

**Roles and Responsibilities**

Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
- Conduct meeting with clients as part of client servicing and cross selling other financial product
- Understand the market updates for the day to provide accurate information to the client
- Profile customers based on their investment trends and past record available with us
- Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation.
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
- Pitch clients for other investment products offered by the company
- To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business
- Update clients visit and all other communication with the client in the CRM software
- Work towards building a network and expanding the client base.

**Key Result Areas**
- **Call Management** - Ensure all calls received at the desk are handled effectively and without waiting period
- **Reactivating dormant clients** - Continuously work towards reactivating dormant clients
- **Cross Sell Third Party Products** - Develop avenues through networking with active and reactivated clients to sell third party products
- **Data Management** - Accurately record key information of the client to build revenue generation plan

Interested Can call at
+91-XXXXXXXXXX

**Job Types**: Full-time, Regular / Permanent

**Salary**: Up to ₹500,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Flexible schedule
- Food allowance
- Health insurance
- Internet reimbursement

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Joining bonus
- Overtime pay
- Performance bonus
- Quarterly bonus
- Shift allowance
- Yearly bonus

**Experience**:

- total work: 2 years (preferred)

**Speak with the employer**
+91
+91-XXXXXXXXXX


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