Dealer Executive

Job Description:

As a Dealer Executive you will be responsible for facilitating customer engagement providing comprehensive product information executing trades and fostering client relationships in the capital markets domain. Your primary duties will include:

• Customer Activation and Engagement:
  

• Initiate welcome calls to new customers and facilitate their activation through their first trade order.
  
• Deliver thorough product information regarding Equity and Derivatives over calls to customers ensuring clarity and understanding.
  
• Trade Execution and Client Education:
  

• Execute trades on behalf of clients initially gradually transitioning them towards selfdirected trading through mobile/web applications.
  
• Educate clients on the usage of trading platforms and processes empowering them to execute trades independently.
  
• Revenue Generation and Relationship Management:
  

• Identify new revenue streams within the existing customer base and actively pursue opportunities for upselling or crossselling.
  
• Cultivate and maintain positive longterm relationships with clients addressing their queries and concerns promptly and effectively.
  
• Target Achievement:
  

• Work towards achieving predefined targets related to revenue generation and client activation ensuring consistent performance and contribution to organizational goals.
  

Requirements

• Minimum Graduation degree in any discipline.
  
• Proficient understanding and knowledge of capital markets including Equity and Derivatives.
  
• Resultoriented with a proactive approach towards achieving targets.
  
• Strong communication skills both verbal and written to interact with clients effectively.
  
• Certification in Equity Derivative (NISM8) NISM Certificate 8 Series is mandatory.
  
  

Benefits

Experience:

• 23 years of relevant experience in the capital markets domain preferably in a similar role.
  
• Demonstrated track record of executing trades and achieving targets in a dynamic environment.
  

Additional Requirements:

• Familiarity with trading platforms and mobile/web applications used for trading purposes.
  
• Ability to adapt to changing market trends and regulatory requirements.
  
• Willingness to work flexible hours including occasional weekends or extended hours during market fluctuations.
  
• Strong analytical skills to assess market trends and client requirements effectively.