CONTACT NUMBER-+91-XXXXXXXXXX

NISM is compulsary

Required atleast 3-5year experience

Equity Dealer – Key Result Areas (KRAs)1. Client Order Execution

- Execute client buy/sell orders accurately and on time.
- Ensure best execution with minimal errors.
- Maintain high standards of trade confirmation and documentation.

2. Revenue Generation

- Achieve monthly and annual brokerage revenue targets.
- Increase client trading volumes.
- Maximize revenue from active clients.

3. Client Relationship Management

- Build and maintain strong relationships with clients.
- Provide regular market updates and trading opportunities.
- Resolve client queries and concerns promptly.

4. Client Acquisition & Activation

- Acquire recent Demat and Trading Account customers.
- Reactivate dormant and inactive clients.
- Increase the active client base.

5. Cross-Selling & Upselling

- Promote Mutual Funds, IPOs, Bonds, ETFs, PMS, Margin Trading Facility (MTF), and other investment products.
- Generate additional revenue through cross-selling.

6. Market Advisory Support

- Share research-based investment and trading ideas.
- Educate clients about market trends, corporate actions, and investment opportunities.
- Support clients in making informed investment decisions.

7. Compliance & Risk Management

- Ensure compliance with all regulatory and internal policies.
- Follow risk management guidelines for all trades.




- Maintain zero instances of unauthorized trading or compliance violations.

8. Customer Service Excellence

- Deliver exceptional customer service.
- Resolve client complaints within defined turnaround time (TAT).
- Maintain high client satisfaction and retention.

9. Market Knowledge & Professional Development

- Stay updated on equity markets, derivatives, IPOs, economic developments, and financial news.
- Continuously enhance product and market knowledge.
- Participate in internal and external training programs.

10. Reporting & MIS

- Maintain accurate records of client interactions and trades.
- Prepare daily, weekly, and monthly performance reports.
- Update CRM and internal systems regularly.

Key Performance Indicators (KPIs)KPITarget/MeasurementBrokerage RevenueMonthly/Quarterly Target AchievementTrading TurnoverGrowth in Client Trading VolumeActive ClientsIncrease in Active Trading ClientsNew Client AcquisitionNumber of New Demat & Trading AccountsClient RetentionClient Retention Rate (%)Dormant Client ReactivationNumber of Reactivated ClientsTrade Execution AccuracyError-Free Execution (%)Cross-Selling RevenueRevenue from Additional ProductsClient SatisfactionCSAT/NPS ScoreComplaint ResolutionResolution Within TATComplianceZero Regulatory or Internal ViolationsProductivityCalls, Meetings, and Client Engagements per Day..

Pay: Up to ₹20,000.00 per month

Benefits:

- Cell phone reimbursement

Work Location: In person

📌 Equity Trader (India)
🏢 Ksquare
📍 India