Dealer / Trade Advisor / Sr Trade Advisor - Coimbatore South, India - Raveone Consultants

Description

Job Description
Designation - Sr. Dealer/Trade Advisor/ Sr. Trade Advisor
Ideal years of experience - 2-8 years (relevant experience)

Organization - Aditya Birla Capital


West Locations - Ahmedabad, Pune, Dadar, Thane, Ghatkopar Swastik, Surat South Locations - Coimbatore, Hyderbad, Chennai, Bangalore, Cochin.

Dealer / Trade Advisors – These are individuals who are experienced in the stock markets and have
requisite skills for acquiring big ticket clients and advise them on their decisions on the
stock market & execute client trade on the terminal (Acquisition & Dealing).

Role description –

• Reactivation of clients & acquisition of new clients – open market acquisition, cold calling,

through referrals

• 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

Requirements

Expectations from Dealers/Trade advisors –

• Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals

25 lakhs and above & UHNI's (Deals in Crores)

• 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.
***(On exception, we can look at candidates having good client network & experience but do not
have NISM, he can be considered & offered but their joining is subject to completing NISM
certification).

Benefits

Dealer Career Progression –

• Structured career path for dealer cadre
• On over achievement of targets, opportunity to get an increment & promotion twice in an

year

• Live & real time basis tracking available for dealers to track their performance & plan and

focus on their performance & growth

Requirements
Expectations from Dealers/Trade advisors –

• Experienced professionals in acquiring and trading for HNIs' (High Net worth Individuals

25 lakhs and above & UHNI's (Deals in Crores)

• 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.

***(On exception, we can look at candidates having good client network & experience but do not have NISM, he can be considered & offered but their joining is subject to completing NISM certification).