Equity Dealer/Advisor

7 days ago

Noida, Uttar Pradesh, India Dailynivesh Innovations Pvt Ltd Full time ₹ 2,40,000 - ₹ 7,20,000 per year

Role & responsibilities

  • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.
  • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients.
  • Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf.
  • Drive revenue growth while ensuring client profitability and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.
  • Acquire new clients through referrals from existing customers.
  • Reactivate inactive clients through consistent follow-ups and engagement strategies.
  • Ensure timely collection of margins and market-to-market losses.

Preferred candidate profile

  • Experience: Minimum 1 years of experience, with at least 6 months in equity dealing with an Indian broking firm.
  • Hands-on experience in broking with a solid understanding of financial products and market trends.
  • Must not have any self-trading experience.
  • Strong expertise in client acquisition, retention strategies, and achieving sales targets.
  • Prior experience in the broking industry is essential.

Job Types: Full-time, Permanent

Pay: ₹10, ₹30,694.21 per month

Benefits:

  • Cell phone reimbursement

Experience:

  • total work: 3 years (Preferred)

Work Location: In person

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