Posted By
Talent Acquisition Manager
Talent Acquisition Manager at Radiate Rays Consultants
Last Login: 14 February 2025
Posted in
Banking & Finance
Job Code
1513160
Equity Dealer OR Group Leader - Advisory
Job description:
Role & responsibilities:
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
Preferred candidate profile:
- Minimum experience of 5+ years in dealing of any Stock broking company.
- NCFM Certification is mandatory.
Role Designation: Group Leader:
- Ensure the maintenance of the P&L of the team/branch monthly
- Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines
- Pass on ground customer feedback to the Senior PCG advisor as and when reported
- To ensure and to keep check on the Advisory certification program for the advisors as per defined timelines
- Compliance and surveillance to be checked on regular time intervals frequently
Preferred candidate profile:
- Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA / NCFM/AMFI
- Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities
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Posted By
Talent Acquisition Manager
Talent Acquisition Manager at Radiate Rays Consultants
Last Login: 14 February 2025
Posted in
Banking & Finance
Job Code
1513160