Trade Advisor - Sales - BFSI (2-10 yrs)
Trade Advisor
Role Description :
- Reactivation of clients & acquisition of new clients - open market acquisition, cold calling, through referrals- etc
- 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
Expectations from Dealers/Trade advisors :
- Experienced professionals in acquiring and trading for HNIs' & UHNI's
- Capable of acquiring big ticket margin (min. 2 lacs 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
