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Equity Dealer (F&O) – Thane

Monalisa Group of Services · Thane

New
Mid 🇬🇧 English
CRM

Job description

About the role

An urgent opening for an Equity Dealer in Thane (West), Mumbai, for a stock broker client. The role is full time and office-based, with timings from 8:30 am to 5:30 pm Monday to Friday and half days on Saturday. Candidates must have experience in F&O and be able to join within 7-15 days or immediately.

Key responsibilities

  • Reactivate dormant clients and convert leads into new clientele.
  • Meet clients, service them and cross-sell other financial products.
  • Keep clients informed about daily market updates and profile them according to their investment trends and past records.
  • Answer calls and execute orders on behalf of clients, with pre-trade and post-trade confirmation.
  • Maintain long-term relationships and generate new business.
  • Pitch clients for other investment products and support Relationship Managers' sales efforts.
  • Record client visits and communications in the CRM software and expand the client base.

Required profile

  • B.Com, M.Com or any graduate degree, preferably with knowledge of F&O.
  • Minimum 2-3 years of experience, including F&O experience.
  • NISM Series VIII certification valid.
  • Willingness to join within 7-15 days or immediately.

Required skills

  • NISM Series VIII certification.
  • CRM data entry and call management.

Salary is stated as up to 3.50 lakhs per annum, depending on the complete interview evaluation process.

Questions fréquentes

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Published 1 day ago

Expires 1 month from now

7 views · 0 interested

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Monalisa Group of Services

Thane