Senior Recruitment Specialist at Upgrad Rekrut
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Equity Dealer (5-10 yrs)
Role & Responsibility :
- The individual is required to provide advisory services to High Networth Individuals (HNI) and Retail clients in Equity, Derivatives, and Currency Markets.
- Their role includes activating clients through effective advisory and cross-selling products such as Mutual Funds, Insurance, and PMS to generate revenue.
- Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries.
- Additionally, client profiling is an integral part.
- Advising HNI & Retail clients on Equity, Derivatives, currency Markets.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, Bonds, PMS, Insurance.
- Trade order on Behalf of client.
- New client acquisition
Note : NISM 8 Certificate Compulsory
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