Equity Dealer (Mumbai)

Equity Dealer (Mumbai)

01 Sep
|
Geek Find
|
Mumbai

01 Sep

Geek Find

Mumbai

We are hiring Equity Dealer HNI UHNI Desk Job Description We are looking for an experienced Equity Dealer to join our HNI UHNI Desk The role involves providing marketbased trading and investment ideas generating brokerage revenue activating dormant clients and supporting the overall growth of the client portfolio Key Responsibilities Monitor and understand Equity Markets and analyze Technical Fundamental Stock Market Reports Provide timely trading calls stock ideas and market insights to mapped HNI UHNI clients and respective Advisors Generate direct brokerage revenue through active client engagement and advisoryled trading Drive growth in Trading and Delivery volumes through quality market calls and investment ideas Maintain regular interaction and meetings with active clients to understand their trading and investment requirements Identify and activate dormant inactive clients and increase client engagement and trading activity Build solid relationships with mapped HNI UHNI clients and ensure highquality service and responsiveness Crosssell thirdparty investment products including Mutual Funds PMS Structured Products and other investment solutions Work closely with Advisors Relationship Managers to improve client engagement trading activity and overall revenue Achieve assigned brokerage revenue and businessgeneration targets Expected to generate 23X business from the managed client base with additional business support provided by the organization Candidate Profile 310 years of experience as an Equity Dealer Senior Equity Dealer Equity Advisor DealercumRM Experience in Stock Broking Equity Broking Capital Markets or Wealth Management Strong understanding of Equity Markets Technical Analysis and Fundamental Analysis Experience handling HNI UHNI affluent clients is preferred Proven track record in brokerage generation trading volumes and client activation Strong client relationship management and communication skills Ability to provide actionable market views and stock ideas to clients Exposure to Equity Mutual Funds PMS and Structured Products will be an advantage NISM certification relevant to the role will be preferred Location Mumbai Hyderabad Chennai Coimbatore Experience 310 Years

📌 Equity Dealer (Mumbai)
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