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Aditya Birla Money
Full Time Job
3L-6L per annum
2-8 years
Posted 30+ days ago
1. Sr Dealer /Trade Advisors – Ahmedabad – 15 positions
2. Sr Dealer /Trade Advisors – Pune – 10 positions
3. Sr Dealer /Trade Advisors – Mumbai-Dadar – 10 positions
Please find the role brief on Dealer/Trade Advisor – Equity below -
Designation
Ideal years of experience
Sr. Dealer/Trade Advisor/ Sr. Trade Advisor
2-8 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…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. 1 lac 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.
***(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).
1. Resume
2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)
Round 1 :
Manager Round
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