Equity Dealer/Equity Advisor for Kolkata
- Client of talent leads
- 1 Positions
- Kolkata
- 9 days ago
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Job Description
Description:
About the Role:
To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to
customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual
Funds, Loans, Health insurance, Life Insurance etc.
Key Responsibilities: Supporting Actions
To follow the Deal
Desk Process Branch Compliance
To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O
Segment, Commodity and Currency), handle
trading accounts of clients and execute orders as per client request.
To ensure documentation formalities like KYC, profiling
of new clients with all the necessary details
To ensure efficient and prompt management of orders, execution of transactions
and reporting of trades in Equities, Equities IPOs and Equities related
products.
To participate in daily research calls and keep
all customers updated with In-house research recommendations only.
To caution the clients against positional losses
as per research and risk recommendations and minimize losses to customers
To maintain a symbiotic relationship with all the internal stakeholders such as
RMS, Surveillance, funds and Ops teams for resolution of all trade and funds
related issues.
To ensure settlement of daily obligations and advise the clients on their margins
limits, on mark to market losses,
brokerages, margins available etc.
To strictly adhere to all risk & surveillance
and Deal desk processes.
To encourage & facilitate clients to migrate
from offline to online trading by providing training and comfort.
To encourage clients to download mobile
app/browser, transact, access reports and information pertaining to their
account on the internet.
Customer Management
To ensure all new clients start trading within 7
days of account opening.
To ensure that all efforts are taken to introduce
the customer to the online mode of trading by way of demos, and first login
hand holding.
To ensure end-to end seamless and single point service
to the customers, to win and maintain his trust
To ensuring specific number of clients (as pre-defined by H.O) are active
on daily basis
To constantly follow up with inactive / dormant
clients, build confidence and get them to trade
Cross Sell
To ensure participation in training and processes
for other products offered.
To understand the financial needs of customers
and generate leads
To use other products and services to
activate inactive customers
Employement Category:
Employement Type: Full timeIndustry: BankingRole Category: Investment Banking / M&AFunctional Area: Not SpecifiedRole/Responsibilies: Equity Dealer/Equity Advisor for KolkataContact Details:
Company: Talent LeadsLocation(s): Kolkata
Keyskills: equity sales equity advisory equity
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