Equity Advisor

Mount Talent Consulting

1 - 6 years

1 - 6 Lacs

delhi ncr india

Posted:5 days ago| Platform: Foundit logo

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Skills Required

client acquisition equity trading derivatives mutual funds insurance sales lead generation

Work Mode

On-site

Job Type

Full Time

Job Description

Role & responsibilities

To acquire New Large Trader Clients per month.
To ensure best quality customer acquisition by selecting the right surrogates as per the segmentation norms.
To participate in the Local Area Program (LAP) for lead generation that the branch manager organizes and play an active role in sourcing trader accounts/leads of third party products.
To collect margin cheques/stocks from clients, as and when required and ensure that they are captured/banked timely.
To generate minimum daily trading volumes and profitability for the client & company.
Acquiring Large Trader Clients with high margin
Execution of transactions in Equities (Cash and Derivatives), Currency & Commodities
Ensuring efficient and prompt management of orders based on customer request
Generating leads, Selling/advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds
Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.
Day to day approvals w.r.t to limits, commercials
Shifting offline customers to online.

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