Job Descriptions:
We are seeking an experienced Equity Dealer to join our Mumbai-based team. The ideal candidate will be responsible for managing High Net Worth (HNW) clients, driving revenue generation, and expanding our portfolio through effective cross-selling and strategic client acquisition. This role requires a strong understanding of financial markets, excellent interpersonal skills, and a client-centric approach to delivering tailored solutions.
Roles & Responsibilities
Manage High Net Worth (HNW) clients.
Drive account activation and revenue generation.
Cross-sell Mutual Funds, PMS, NCDs, Corporate Bonds, and other investment products.
Acquire new clients and expand the client portfolio.
Build and maintain the Margin Trading Facility (MTF) book.
Stay updated on market trends and provide timely investment advice.
Ensure compliance with regulatory guidelines and mitigate risks.
Skills & Qualifications: