Dealer Kochi

Dealer Kochi

08 Aug
|
Geojit
|
Kochi

08 Aug

Geojit

Kochi

;Department

;BRANCHES

;PAN INDIA

;Qualification

;UG

;No of Openings

;10

;Experience Required

;Minimum 2 Year

;Job Profile
;Communicatewith clients to understand their investment objectives, provide marketinsights, and execute trades according to clients sole preferences andconfirmation.
;Suggest trade& investment recommendations as given by fundamental and technical researchteam (only).
;Execute buyand sell orders for clients in a timely and accurate manner across differentfinancial markets and instruments while ensuring proper evidence of the orderhas been acquired (Confirm with client: TRAQS- TRADE CODE, RATE, ACTIVITY,QUANTITY and SCRIP).
;Expand thecustomer base by actively prospecting for recent clients through diverse methodsincluding cold-calling, appointment scheduling, and harnessingreferences/leads.
;Ensure clientsreceive accurate trade confirmations on a daily basis.
;Reportcustomers grievance related to trade disputes directly to ComplianceDepartment, Head Office at the earliest.
;Activation ofclients who are dormant or inactive by advocating them to start trading again.
;Executecross-selling based on customer need, aimed at third-party products to optimizeengagement with current clientele, thereby maximize revenue generation for thecompany.




;Maintainconsistent communication with clients who are mapped to him/her via telephonecalls and in-person meetings.
;Monitor marketconditions, trends, and news that may impact the prices of securities or otherfinancial products.
;Assess andmanage the risks associated with executing trades, including market risk,liquidity risk, and operational risk.
;Ensurecompliance with regulatory requirements, internal policies, and industry bestpractices related to trade execution and client interactions.
;Stay updatedon the features, risks, and potential returns of various financial productsoffered by the company.
;Collaboratewith colleagues in other departments such as research, sales, and riskmanagement to provide holistic solutions to clients and contribute to theoverall success of the organization.
;Stay updatedon the developments in financial markets, regulatory changes, and technologicaladvancements that may impact the role of a dealer.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Dealer Kochi
🏢 Geojit
📍 Kochi

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