Company

Anand RathiSee more

addressAddressKolkata, West Bengal
type Form of workPermanent
CategoryFinance & Accounting

Job description

Job Description for Equity Advisor
Designation: - Senior Executive/ Assistant Manager / Deputy Manager /
Senior Manager
Job description 

Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 

Review relationship in case of existing clients and increase revenue through them 

Obtain minimum five client references from existing and new clients for business expansion. 

Client Servicing based on research and back office inputs 

Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be

able to execute trades with speed and accuracy ) 

Provide Confirmation to Clients on Order Status and Trade Status.

Update Clients on Pay-in & Pay-out, margin funding etc as required 

Resolve all customer queries 

Candidate should have NISM Derivative Series VIII certificate .

Excellent Knowledge in Capital Market and good speed in executing trades 

Strong focus on client acquisition, client servicing with good sales acumen 

Excellent Networking skills for new business development

Interested Candidates please share your profile on anuradhadas@rathi.com

RoleCustomer Service Manager

Industry TypeBanking

Functional AreaFinancial Services, Banking, Investments, Insurance

Employment TypeFull Time, Permanent

Role CategoryRetail/Personal Banking

Education

UG :Any Graduate

Refer code: 868996. Anand Rathi - The previous day - 2024-01-14 05:42

Anand Rathi

Kolkata, West Bengal
Popular Equity Dealer jobs in top cities

Share jobs with friends

Related jobs

Equity Dealer

Equity Dealer( Stock Market)Female Only

Zambetek Solution Pvt Ltd

West Bengal

6 months ago - seen

Equity Dealer( Stock Market)

Zambetek Solution Pvt Ltd

Galsi, West Bengal

6 months ago - seen

Equity Dealer

A2Z Jobs Consultancy

Kolkata, West Bengal

6 months ago - seen