Lead Consultant at Patronage Consultants
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Equity Dealer - Sales - Financial Services (1-3 yrs)
Roles and Responsibilities:
- Dealing on behalf of clients.
- Update client for order and trade on the recorded line during the market hour.
- Maintain 0% dealing error.
- Maintain active clients as per the defined norms.
- Maintain daily unique outgoing client call.
- Activate dormant clients.
- Ensure resolution of clients query.
- Ensure client meeting as per the defined norms.
- Maintain records of business on internal software.
- Follow guidelines of Risk management and Settlement
- Ensure compliance as per various regulator and organization guidelines.
- Acquire quality clients through networking, database, market intelligence and references from existing clients.
- Generate Cross Sell revenue through Financial Planning.
Desired Candidate Profile:
- Minimum 1 year work experience in dealing role and client handling
- NISM certificate is a must
- Need to have working knowledge of Odin
- Salary upto 3L
- Immediate joiner preferred
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
