Equity Dealer

Job Purpose: Monitor and address HNI clients’ their Investment requirements, use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.

Responsibilities:

·         Execute Buy and Sell orders as per client’s instructions.

·         Confirm the trades on recording lines.

·         Should have a clear understanding of Margin reports/Ledgers/P&L A/c’s.

• Focus on existing client base and to achieve growth in relationship value, revenues & improved client stickiness
• Preparing and sending all the reports to clients on time.
• Regular contact with all mapped clients through weekly / monthly calls
• Resolution of queries of all mapped clients.
• Ensure compliance through regular process checks and self-audit scores

Products: Equity,Currency,Commodity

Job Location-Noida

NOTE-He /She should be NISM certified and we are NOT putting any targets on them though we will assign them some task to follow as designed.