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    Dealer / Trade Advisor / Sr Trade Advisor - Bengaluru, India - Raveone Consultants

    Raveone Consultants
    Raveone Consultants Bengaluru, India

    11 hours ago

    Default job background
    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
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