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30/12 Vidhi Agrawal
Business Head at Minds Network

Views:55 Applications:15 Rec. Actions:Recruiter Actions:0

Senior Trade Advisor/Manager - Business Development - Investment/Trading Products (3-10 yrs)

Mumbai/Thane Job Code: 104271

- Reactivation of clients & acquisition of new clients - open market acquisition, cold calling, through referrals- etc

- Trade on behalf of clients

- Develop and maintain a long-term relationship with customers

- Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads

- Acquisition of De-mat / Trading account from open market and leads (Offline & Online)

- Conduct lead generation activities for sales penetration

- Meeting & pitching customers

- Generate Equity Business and maintain strong client relationship.

- To ensure adherence to surveillance, risk & deal desk processes

Expectations from Trade advisors :

- Experienced professionals in acquiring and trading for HNIs' & UHNI's

- Capable of acquiring big ticket margin (min. 1 lac margin)

- Capable of servicing & leveraging relationship with HNI clients

- In-depth Knowledge about trading in Derivatives

- Have a strong & disciplined approach to Sales

- To work in a compliant and diligent manner

- Mandatory to have NISM Series 8 certification


- Equity Derivatives Certificate Examination.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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