Dealer / Trade Advisor / Sr Trade Advisor
4 weeks ago
Designation - Sr. Dealer/Trade Advisor/ Sr. Trade Advisor
Ideal years of experience - 2-8 years (relevant experience)
Organization - Aditya Birla Capital
West Locations - Ahmedabad, Pune, Dadar, Thane, Ghatkopar Swastik, Surat
South Locations - Coimbatore, Hyderbad, Chennai, Bangalore, Cochin.
Dealer / Trade Advisors – These are individuals who are experienced in the stock markets and have
requisite skills for acquiring big ticket clients and advise them on their decisions on the
stock market & execute client trade on the terminal (Acquisition & Dealing).
Role description –
• Reactivation of clients & acquisition of new clients – open market acquisition, cold calling,
through referrals
• Trade on behalf of clients
• Develop and maintain a long-term relationship with customers
• Responsible for reactivation of dormant clients. Ensure growth in clientele by converting
leads
• Acquisition of De-mat / Trading account from open market and leads (Offline & Online)
• Conduct lead generation activities for sales penetration
• Meeting & pitching customers
• Generate Equity Business and maintain strong client relationship.
• To ensure adherence to surveillance, risk & deal desk processes
Requirements Expectations from Dealers/Trade advisors –
· Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals
25 lakhs and above & UHNI's (Deals in Crores)
· Capable of acquiring big ticket margin (min. 1 lac margin)
· Capable of servicing & leveraging relationship with HNI clients
· In-depth Knowledge about trading in Derivatives
· Have a strong & disciplined approach to Sales
· To work in a compliant and diligent manner
·
Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate
Examination.
***(On exception, we can look at candidates having good client network & experience but do not
have NISM, he can be considered & offered but their joining is subject to completing NISM
certification).
Benefits Dealer Career Progression –
· Structured career path for dealer cadre
· On over achievement of targets, opportunity to get an increment & promotion twice in an
year
· Live & real time basis tracking available for dealers to track their performance & plan and
focus on their performance & growth
Requirements
Expectations from Dealers/Trade advisors – · Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals 25 lakhs and above & UHNI's (Deals in Crores) · Capable of acquiring big ticket margin (min. 1 lac margin) · Capable of servicing & leveraging relationship with HNI clients · In-depth Knowledge about trading in Derivatives · Have a strong & disciplined approach to Sales · To work in a compliant and diligent manner · Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination. ***(On exception, we can look at candidates having good client network & experience but do not have NISM, he can be considered & offered but their joining is subject to completing NISM certification).
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