BD Equity Advisor

Role: BD & Equity Advisor Digi Partners Franchisee Biz

Key Deliverables

1. Developing & Managing Franchisee Business Partners of specific region.
2. Managing day to day or daily client risk.
3. To coordinate with CSE for account opening along with resolving client queries like software download terminal issue stock transfer and collection of funds.
4. Keep a check on Revenue generation Brokerage and Account opening.
5. CrossSelling of products related to Equity derivatives & Insurance.
6. Conduct meetings Personal and Video Call with Business Partner & Clients.
7. To Deliver Regular Webinar and Seminar for Business Developments.
8. Set the Right Processes in the team and automate wherever required.
9. coordinating with different departments for smooth transactions

Role Requirements

• Educational Qualifications: Graduate / MBA
• Prior Experience: 2 to 5 years in broking business.
• Domain Knowledge: Knowledge of broking operations knowledge risk profiling of client along with technical and fundamental understanding.
• IT Skill: Knowledge of trading applications MS Office etc.
• Should have excellent understanding of Derivatives specifically Option strategies
• Must have good communication and should be aggressive and passionate about market

Contact Number ::

Portfolio Managment,HNI Sales,Relationship,Client handling,Mutual Funds,Demat Account,Banking,Insurance