Equity Dealer

4 days ago

Thane, India Monalisa Group of Services Full time

Hiring Company Type: - **Stock Broker**
Job Location: - **Thane West**
Designation: - **Equity Dealer**
Software Skill / Certification - **NISM Series 8 Validity**
Rolls: - **On-Rolls**
Educational Qualification: - B. Com, M. Com or Any graduate with preferable knowledge

**Salary**: - **Max up-to 3.50 Lacs Per Annum** & based on complete interview evaluation process too.
Experience - **Minimum 2-3 **Years of experience
Job Nature: - **Full Time / Work from Office, Field Job**
Office Timings - **08.30am 05.30pm (Monday Friday) & Half Days on Saturday.**

**Roles & 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

**Person should be willing to join in 7-15 Days Time or Immediate Joiner.

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