Position- Assistant Manager - Retail Equity Dealing (Call & Trade Dealer) Job Description / Responsibilities Job Description 1. Advising/ HNI/Ultra HNI & Retail clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows.2. Sourcing & deepening of relationships from existing customer base of customers3. Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.4. Develop business, maximize revenue generation & other business vectors5. Selling Equity based investment ideas to the base & to generate brokerage aggressively, primarily through advising them on their equity porƞolio and work on other business vectors.6. Should be target-driven, self-starter and effective/aggressive in servicing skills and conflict management.7. Perform Trades as per the approval / orders of the customer (Especially, NSE, BSE and F&O) CommunicaƟng with clients8. Should be able to cross sell Wealth Management products to the clients9. Should be able to move his existing relationship with clients to the new organizaƟon10. Skills required - well-versed with Trading application and MS Office KEY RESPONSIBILITIES AND ACCOUNTABILITIES To maintain a synergetic relationship with Investment Counsellors, to enhance business.To keep abreast with the market knowledge and market intelligence.Responsible to ensure all activities are in adherence as per Compliance & Risk.Provide regular updates to the immediate superior as and when required.Develop and maintain a long-term relationship with customers to maintain a high level of retenƟon of the exisƟng customer and focus on generating new business. Job specific skills Graduate / Postgraduate with minimum 2 yrs exp in Equities
experience
6 ... Position- Assistant Manager - Retail Equity Dealing (Call & Trade Dealer) Job Description / Responsibilities Job Description 1. Advising/ HNI/Ultra HNI & Retail clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows.2. Sourcing & deepening of relationships from existing customer base of customers3. Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.4. Develop business, maximize revenue generation & other business vectors5. Selling Equity based investment ideas to the base & to generate brokerage aggressively, primarily through advising them on their equity porƞolio and work on other business vectors.6. Should be target-driven, self-starter and effective/aggressive in servicing skills and conflict management.7. Perform Trades as per the approval / orders of the customer (Especially, NSE, BSE and F&O) CommunicaƟng with clients8. Should be able to cross sell Wealth Management products to the clients9. Should be able to move his existing relationship with clients to the new organizaƟon10. Skills required - well-versed with Trading application and MS Office KEY RESPONSIBILITIES AND ACCOUNTABILITIES To maintain a synergetic relationship with Investment Counsellors, to enhance business.To keep abreast with the market knowledge and market intelligence.Responsible to ensure all activities are in adherence as per Compliance & Risk.Provide regular updates to the immediate superior as and when required.Develop and maintain a long-term relationship with customers to maintain a high level of retenƟon of the exisƟng customer and focus on generating new business. Job specific skills Graduate / Postgraduate with minimum 2 yrs exp in Equities
experience
6 
