Achieve Targets
Achieving the targets by generating brokerage through dealing.
Generating revenue through third party products.
Compliance
Adhere to dealing room conduct.
Ensure the internal processes and systems are followed.
Maintaining VRS records for all the trades.
Following the code of conduct.
Anti Money Laundering.
Ensure proper certification and renewal.
Relationship Management
Conduct client visits.
Prompt service to the clients.
Advising and updating customers with daily movements in the stocks, with the help of research.
Managing the portfolio of clients with minimal errors/ losses.
Activating dormant clients.
Database Management
Maintain all records as per guidelines
Maintain records of all mapped customers portfolio.
Maintain records of all branch visits/ customer visits.
Furnish necessary reports to the Branch Manager.
Coordinating with Risk Team
For limit enhancement.
Approval for illiquid and T group shares.
Collateral holds
Pay-in and pay-outs of securities and funds.
Pay: ₹12,000.00 - ₹15,000.00 per month
Perks:
Paid sick time
Provident Fund
Experience:
Equity Trading: 1 year (Required)
Work Location: In person
📌 Equity Dealer Jalna
🏢 JK Securities
📍 Jalna
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