Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with clients.
Preferred Qualification:
Graduate / Post Graduate
Certification:
NISM Mandatory
Preferred Experience:
Minimum 1+ Year dealing experience
Key Skills:
Pleasant personality and good communication skills.
Basic knowledge of finance and financial products.
Role & Responsibilities - Manage daily dealing desk operations across equity, derivatives, and other supported asset classes, ensuring accurate and timely trade execution. - Drive client activation, address complex dealer and client issues, and continuously improve client engagement and trading experience. - Lead, monitor, ...
... channel partners' access to finance and trade assistance at regional levels will be a vital support function. Dealer Enablement & Capability Building Ensuring all dealership touchpoints—from showrooms to workshops—adhere to the Corporate Identity Programme (CIP) branding standards is expected. Management of dealer funding inflows ...
... custom code Sales/Service/Automotive Cloud - Configure and maintain Salesforce Sales/Service/Automotive Cloud, including the vehicle, driver, household, and dealer data models - Manage vehicle and asset records, vehicle definitions, inventory visibility, ownership, and service/warranty history - Support dealer, OEM, and ...
... 2. Team Leadership and Management and Customer Relationship Management - Dealer /OEM Sales Team Management: Establish and maintain strong relationships with dealers. Lead, motivate, and manage the sales team in the region. This includes setting performance goals, Track individual Dealer - Client Engagement: Build and maintain ...
Equity Advisor Start Date Starts Immediately CTC (ANNUAL) ₹ 2,50,000 - 3,50,000 ₹ 2,50,000 - 3,50,000 /year Experience 1 year(s) 1 year(s) Apply By 4 Dec' 26 Posted 1 day ago Job Be an early applicant About the job Key Responsibilities: 1. Advise HNI clients on equity portfolios and investment strategies. 2. Build and maintain ...
... business parameters like volumes, market share, collection, deliveries, spares part sales etc. - Ensuring viable distribution network by appointing dealers, sub-dealers for appropriate market coverage. - Ensure availability of trained manpower in adequate quantity at dealerships. - Facilitate / coach the dealers and his staff ...