BD Equity Advisor

2 weeks ago


Chennai, India TEKPILLAR SERVICES Full time

Role:BD & Equity Advisor Digi PartnersFranchiseeBiz

KeyDeliverables

  1. Developing& Managing Franchisee Business Partners of specific region.
  2. Managingday to day or daily client risk.
  3. Tocoordinate with CSE for account opening along with resolving clientqueries like software download terminal issue stock transfer andcollection offunds.
  4. Keep acheck on Revenue generation Brokerage and Account opening.
  5. CrossSellingof products related to Equity derivatives &Insurance.
  6. Conductmeetings Personal and Video Call with Business Partner &Clients.
  7. ToDeliver Regular Webinar and Seminar for Business Developments.
  8. Set theRight Processes in the team and automate whereverrequired.
  9. coordinatingwith different departments for smoothtransactions

RoleRequirements

  • EducationalQualifications: Graduate /MBA
  • PriorExperience: 2 to 5 years in brokingbusiness.
  • DomainKnowledge: Knowledge of broking operations knowledge risk profilingof client along with technical and fundamentalunderstanding.
  • IT Skill:Knowledge of trading applications MS Office etc.
  • Shouldhave excellent understanding of Derivatives specifically Optionstrategies
  • Must havegood communication and should be aggressive and passionate aboutmarket

Contact Number::

PortfolioManagment,HNI Sales,Relationship,Client handling,Mutual Funds,DematAccount,Banking,Insurance


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