Essential Duties and Responsibilities:

 Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s sole preferences and confirmation.

 Suggest trade & investment recommendations as given by fundamental and technical research team (only).

 Execute buy and sell orders for clients in a timely and accurate manner across different financial markets and instruments while ensuring proper evidence of the order has been acquired (Confirm with client: TRAQS- TRADE CODE, RATE, ACTIVITY, QUANTITY and SCRIP).

 Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.

 Ensure clients receive accurate trade confirmations on a daily basis.

 Report customers grievance related to trade disputes directly to Compliance Department, Head Office at the earliest.





 Activation of clients who are dormant or inactive by advocating them to start trading again.

 Execute cross-selling based on customer need, aimed at third-party products to optimize engagement with current clientele, thereby maximize revenue generation for the company.

 Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.

Job Type: Full-time

Pay: ₹23,000.00 - ₹35,000.00 per month

Benefits:

- Cell phone reimbursement
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Provident Fund

Education:

- Bachelor's (Required)

Experience:

- SALES : 1 year (Required)
- Equity : 1 year (Required)

Willingness to travel:

- 50% (Required)

Work Location: In person

📌 Equity Dealer (India)
🏢 Geojit Financial Services
📍 India