Dealer Trade Advisor Sr Trade Advisor

3 weeks ago


Kochi, India Raveone Consultants Full time
Designation Sr. Dealer/TradeAdvisor/ Sr. Trade Advisor
Idealyears of experience 28 years (relevantexperience)

Organization AdityaBirla Capital

West LocationsAhmedabad Pune Dadar Thane Ghatkopar Swastik Surat
South Locations Coimbatore Hyderbad Chennai BangaloreCochin.

Dealer / TradeAdvisors These are individuals who are experienced in the stockmarkets and have
requisiteskills for acquiring big ticket clients and advise them on theirdecisions on the
stock market& execute client trade on the terminal (Acquisition& Dealing).

Role description
Reactivation of clients& acquisition of new clients open market acquisition coldcalling
throughreferrals
Trade on behalf ofclients
Develop and maintain alongterm relationship with customers
Responsible for reactivation of dormant clients. Ensuregrowth in clientele by converting
leads
Acquisition ofDemat / Trading account from open market and leads (Offline& Online)
Conduct leadgeneration activities for sales penetration
Meeting & pitchingcustomers
Generate EquityBusiness and maintain strong clientrelationship.
To ensureadherence to surveillance risk & deal deskprocesses

RequirementsExpectations from Dealers/Trade advisors
Experienced professionals inacquiring and trading for HNIs (High Net worthIndividuals
25 lakhs and above& UHNIs (Deals in Crores)
Capable of acquiring big ticket margin (min. 1 lacmargin)
Capable of servicing& leveraging relationship with HNIclients
Indepth Knowledge abouttrading in Derivatives
Have astrong & disciplined approach toSales
To work in a compliant anddiligent manner

Mandatory to have NISMSeries 8 certification Equity Derivatives Certificate
Examination.
***(Onexception we can look at candidates having good client network& experience but do not
have NISM he can be considered & offered buttheir joining is subject to completing NISM
certification).

BenefitsDealer Career Progression
Structured career path for dealercadre
On over achievement oftargets opportunity to get an increment & promotion twicein an
year
Live & real time basis tracking available fordealers to track their performance & planand
focus on their performance& growth

Expectations from Dealers/Trade advisors Experienced professionalsin acquiring and trading for HNIs' (High Net worth Individuals 25lakhs and above & UHNI's (Deals in Crores) Capable of acquiringbig ticket margin (min. 1 lac margin) Capable of servicing &leveraging relationship with HNI clients In-depth Knowledge abouttrading in Derivatives Have a strong & disciplined approach toSales To work in a compliant and diligent manner Mandatory to haveNISM Series 8 certification - Equity Derivatives CertificateExamination. ***(On exception, we can look at candidates havinggood client network & experience but do not have NISM, he canbe considered & offered but their joining is subject tocompleting NISM certification).
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