Equity Dealer

4 days ago

Navi Mumbai, Maharashtra, India Bigul Full time

About Bigul

At Bigul, we are working passionately to create an ecosystem for smart investors and traders to envisage, build and execute their Mantra. Bigul, an innovative FinTech platform, originates from Bonanza Portfolio Limited, one of India's most significant and long-standing brokerage houses. Bigul has fundamentally transformed the public perception of stock market brokerage, instilling trust where scepticism once prevailed. The strength of Bigul lies in its team - a synergistic blend of seasoned financial experts and dynamic technologists. Bigul stands as a testament to the fusion of technology, financial expertise and customer relationships nurtured by Bonanza. We are defined by our principles.

About Business line/ Function:

Dedicated phone line or service offered by a financial institution or brokerage firm that allows clients to place trades by calling a representative directly.

Responsibilities:

  • Maintain accurate records of client interactions and trades
  • Trade Execution:
  • Accurately execute trades on behalf of clients, post obtaining their explicit consent.
  • Client Education: Inform and educate clients about a diverse range of products and services, promoting for Making Client Trade Consistently And cross-selling opportunities.
  • Client Communication: Engage in effective communication with clients addressing their pain points, and resolving queries to foster long-term relationships.
  • Client Retention: Proactively identify and address client concerns, ensuring a high level of satisfaction and retention
  • Service Feedback Monitoring: Monitor public platforms for client feedback, promptly addressing any issues or concerns.
  • Product Demonstration: Conduct comprehensive product demonstrations to educate clients and encourage adoption.

Required Skills & Qualification:

  • Financial Market Knowledge: A strong understanding of financial markets, including stocks, derivatives, and other investment instruments.
  • Trading Proficiency: Expertise in executing trades on various trading platforms.
  • Excellent Communication Skills: The ability to articulate complex financial concepts in a clear and concise manner.
  • Strong Interpersonal Skills: The capacity to build rapport with clients and establish trust.
  • Problem-Solving Abilities: The ability to analyze complex problems and identify effective solutions.
  • Attention to Detail: A meticulous approach to ensure accuracy in all tasks.
  • Adaptability: The ability to quickly adapt to changing market conditions and client needs.
  • Customer Focus: A strong commitment to delivering exceptional customer service.
  • Additional Responsibilities:

  • Stay updated on market trends and regulatory changes.

  • Maintain accurate records of client interactions and trades.

  • Adhere to compliance standards and risk management guidelines
  • Participate in team meetings and training sessions.

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