New
Job Preference:
• Minimum 5 years in dealing of any Stock broking company.
• NCFM Certification is mandatory.
Qualification:
Any GraduateJob Description:
•Client acquisition – HNI/UHNI/PCG
•Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth
•Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability
•Responsible for building MTF book from clients, ensuring book growth every month
•Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market
•Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients
Skills:
Graduate in any disciplineCriteria's for Profiles:-
- Generating orders as per the Fund Manager Instruction for Both Pool & Non-Pool Accounts.
- Generating Orders for NDPMS clients & NRE/ NRO clients
- Daily Inflow Deployment & Redemption
- Monitoring Trades Execution by broker side
- Arrangement of Block & Bulk Deals
EOD Process:-
- Maintain Excel Sheet for the executed trades and not executed trades
- Calculating MTD, QTD, YTD
- Generating Daily Portfolio Stock Performance