Dealer Trade Advisor....
Dealer Trade Advisor Sr Trade Advisor
Posted on :
23-04-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2747006
Designation Sr. Dealer/Trade Advisor/ Sr. Trade Advisor
Ideal years of experience 28 years (relevant experience).
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 longterm relationship with customers
Responsible for reactivation of dormant clients. Ensure growth in clientele by converting
leads
Acquisition of Demat / 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
Expectations from Dealers/Trade advisors
Experienced professionals in acquiring and trading for HNIs (High Net worth Individuals
25 lakhs and above & UHNIs (Deals in Crores)
Capable of acquiring big ticket margin (min. 1 lac margin)
Capable of servicing & leveraging relationship with HNI clients
Indepth 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 does not
have NISM he can be considered & offered but their joining is subject to completing NISM
certification).
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
Apply Today
sales,stock markets,surveillance,trading,equity business,cold calling,equity derivatives,deals,acquisition,risk management,derivatives,lead generation,nism series 8 certification
Employment Type
Full Time
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