Dealers should have client Acquisitions and Client based experienced Starting from 2 Years’ Experience at least.
To ensure active management of clients & achieve the target active AUM
To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options
Responsible for new client acquisition
To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
To achieve healthy revenues without compromising on client profitability
To have a clear focus on client mining
To conduct regular Client Meetings & update the same in the meeting tracker
To attain maximum reach of investment ideas/stock calls initiated
Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing.
Preferred candidate profile
Selection Criteria’s:
· Minimum 2 Years’ experience is Mandatory
· Dealing experience is must - achieving min 4X of revenue targets in the existing Organization.
· Currently managing or interested in Client Acquisition (sales)
· Should have completed 10+2+3 years of education (Mandate)
· Below 30 age for Dealers
· CTC range – 3 Lakhs to 6 Lakhs (Depends on Experience and Potential of the candidate) -Dealer Role
· NISM 8 certification – Equity Derivatives mandatory
· Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
· Building relationships with the client & educating them about Investments.
· Responsible for achieving brokerage.
· New Client Acquisition
· Executing Trades Order
Location ; Thane and Ghatkopar
Aditya Birla Money Ltd, 201 pratibha building LBS Road, opposite teen petrol pump Thane 400602
Aditya Birla Money Ltd, 501, 502 and 503, swastik disha corporate park, kirol village, ghatkopar (west) kurla, mumbai- 400080