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1 Coequal Infotech Job

Equity Dealer

3-5 years

₹ 3 - 7L/yr

Bangalore / Bengaluru

5 vacancies

Equity Dealer

Coequal Infotech

posted 22d ago

Job Description


Direct Responsibilities

• Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market

• Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers

• Responsible for Handling HNI Clients

• Coordinating with clients fortheir daily tradesin Equity.

• Help customers to Execute trade online and place orders on behalf of customers.

• Achieve healthy revenues without compromising on clients profitability

. • Making confirmation of orders and trades done during the day to clients.

• Advising clients with requisite information regarding the market condition.

• Acquiring new clientsthrough existing clientsreferrals.

• Activating inactive clientsthrough regular follow up.

• Regularly following-up with clients and handling their queries.

• Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.

  • Responsible for collecting margins/ market-to-market loss.

Contributing Responsibilities TO CONTRIBUTE:

• Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship. • Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. • Ensuring the highest level ofservice to the clients.



Employment Type: Full Time, Permanent

Read full job description

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Equity Dealer

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₹ 3 - 7L/yr

Bangalore / Bengaluru

22d ago·via naukri.com
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