Equity Dealer - NBFC

We are looking for Equity Dealer professionals with a NBFC.

Location : Mumbai, Rajkot, Baroda, Surat, Pune, Ahmedabad

Clientele : HNI, UHNI

Industry : Banking/ Financial services / NBFC/ AMC

Job Role :

1. Accomplishing selling /buying of securities as confirmed by the clients.

2. To maintain a synergetic relation with Relationship executive team by supporting their efforts to enhance to business.

3. Preparing and maintaining Trade reports and all relevant MIS.

4. To design and suggest financial plan for HNI customer.

5. To generate brokerage primarily through advising clients on their equity portfolio for long term investment as well as positional trading ideas in stocks for short/medium term.

6. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generate new business

Team People Tree
Vijitha