Equity Advisor

10 hours ago

Pune, India Tesloye Consultancy Services Full time

**Dealer / Trade Advisors - These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the**

**stock market & execute client trade on the terminal (Acquisition & Dealing).**
- **Role description**_ **-**

**- Reactivation of clients & acquisition of new clients - open market acquisition, cold calling, through referrals etc**

**- Trade on behalf of clients**

**- Develop and maintain a long-term relationship with customers**

**- Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads**

**- Acquisition of De-mat / Trading account from open market and leads (Offline & Online)**

**- Conduct lead generation activities for sales penetration**

**- Meeting & pitching customers**

**- Generate Equity Business and maintain strong client relationship.**

**- To ensure adherence to surveillance, risk & deal desk processes**
- **Expectations from Dealers/Trade advisors -**_

**- Experienced professionals in acquiring and trading for HNIs' & UHNI's**

**- Capable of acquiring big ticket margin (min. 1 lac margin)**

**- Capable of servicing & leveraging relationship with HNI clients**

**- In-depth Knowledge about trading in Derivatives**

**- Have a strong & disciplined approach to Sales**

**- To work in a compliant and diligent manner**

**- Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination.**

**Salary**: ₹30,000.00 - ₹40,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

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