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, and upgrading the client relationship.
Profiling clients and 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 accounts of clients.
Responsible for cross-selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs.
Handling HNI clients.
Coordinating with clients for their daily trades in Equity.
Help customers execute trades online and place orders on behalf of customers.




Making confirmations of orders and trades done during the day to clients.
Acquiring current clients through existing clients' referrals.
Keep abreast of micro and macroeconomic indicators, global and domestic financial markets and impact on stock movements.
Responsible for margin collection / mark-to-market loss.
Follow guidelines of risk management and settlement.
Ensure compliance as per various regulator and organization guidelines.

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

📌 Equity Dealer / Stock Trader Mumbai
🏢 Quick Turtle
📍 Mumbai