Stock Dealer

2 weeks ago


Fraser Road Patna, India Karoli Financial Services Full time ₹ 3,50,000 - ₹ 10,00,000 per year

Job Responsibilities:


• Identify and approach potential clients interested in stock market investments.


• Open Demat and Trading Accounts for new clients.


• Explain investment products such as mutual funds, shares, IPOs, and insurance plans.


• Maintain strong client relationships and provide guidance on trading platforms and market trends.


• Assist clients with account activation, KYC verification, and trading support.


• Achieve monthly sales and account-opening targets.


• Stay updated with stock market news, company performance, and market regulations.


• Coordinate with the back-office and compliance team for smooth operations.


• Handle customer queries and ensure excellent post-sales service.


• Promote the company's financial products and offers through calls, social media, and client meetings.

Required Skills:


• Good communication and convincing ability.


• Basic knowledge of stock market and trading platforms.


• Sales-oriented mindset with strong follow-up skills.


• Ability to handle clients professionally.


• Proficiency in MS Excel and basic computer operations.

Qualification:


• Minimum Graduate (any stream).


• Experience: Minimum 1 year in stock market / trading / broking firm preferred.


• NISM Certification (if available) will be an added advantage.


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