Job Summary

Experience - Minimum 3 year - In a Equity / Stock Broking Firms

Responsibilities

- Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error.
- Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship.
- Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
- Ensuring the highest level of service to the clients.
- Responsible for activation of trading account of clients
- Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs.
- Responsible for Handling HNI Clients
- Coordinating with clients for their daily trades in Equity.




- Help customers to Execute trade online and place orders on behalf of customers.
- Making confirmation of orders and trades done during the day to clients.
- Acquiring recent clients through existing clients' referrals.
- Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
- Responsible for collecting margins/ market-to-market loss.
- Follow guidelines of Risk management and Settlement
- Ensure compliance as per various regulator and organization guidelines.

📌 Equity Dealer / Stock Trader (Pune)
🏢 Quick Turtle
📍 Pune