Job highlights

- Minimum 3 years experience in equity/stock broking with expertise in trading and client profiling

- Trade equities with zero error, manage HNI clients, cross-sell financial products, activate trading accounts, ensure compliance and risk management

Experience: Minimum 3 years in an equity/stock broking firm.

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 (Goa)
🏢 Quick Turtle
📍 Goa