Founder at Alpha HR
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Equity Dealer - Sales (2-8 yrs)
Responsibility -
- Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.
- Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPO's etc to the existing set of customers
- Responsible for Handling HNI Clients Coordinating with clients for their daily trades in Equity.
- Help customers to Execute trade online and place orders on behalf of customers.
- Achieve healthy revenues without compromising on client's profitability.
- Making confirmation of orders and trades done during the day to clients.
- Advising clients with requisite information regarding the market condition.
- Acquiring new clients through existing client's referrals.
- Activating inactive clients through regular follow up.
- Regularly following-up with clients and handling their queries.
- Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
- Responsible for collecting margins/market-to-market loss
Skills -
- Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship.
- Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
- Ensuring the highest level of service to the clients.
- Background from the broking industry possessing equity as on of their core products
- Knowledge of technical charts
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