Designation Sr. Dealer/Trade Advisor/ Sr. Trade Advisor

Ideal years of experience 28 years (relevant experience)

Organization Aditya Birla Capital

West Locations Ahmedabad Pune Dadar Thane Ghatkopar Swastik Surat

South Locations Coimbatore Hyderbad Chennai Bangalore Cochin.

Dealer / Trade Advisors These are individuals who are experienced in the stock markets and have

requisite skills for acquiring big ticket clients and advise them on their decisions on the

stock market & execute client trade on the terminal (Acquisition & Dealing).

Role description

Reactivation of clients & acquisition of new clients open market acquisition cold calling

through referrals

Trade on behalf of clients

Develop and maintain a longterm relationship with customers

Responsible for reactivation of dormant clients. Ensure growth in clientele by converting

leads

Acquisition of Demat / Trading account from open market and leads (Offline & Online)

Conduct lead generation activities for sales penetration

Meeting & pitching customers

Generate Equity Business and maintain strong client relationship.

To ensure adherence to surveillance risk & deal desk processes

Requirements

Expectations from Dealers/Trade advisors

Experienced professionals in acquiring and trading for HNIs (High Net worth Individuals

25 lakhs and above & UHNIs (Deals in Crores)

Capable of acquiring big ticket margin (min. 1 lac margin)

Capable of servicing & leveraging relationship with HNI clients

Indepth Knowledge about trading in Derivatives

Have a strong & disciplined approach to Sales

To work in a compliant and diligent manner

Mandatory to have NISM Series 8 certification Equity Derivatives Certificate

Examination.

***(On exception we can look at candidates having good client network & experience but do not

have NISM he can be considered & offered but their joining is subject to completing NISM

certification).

Benefits

Dealer Career Progression

Structured career path for dealer cadre

On over achievement of targets opportunity to get an increment & promotion twice in an

year

Live & real time basis tracking available for dealers to track their performance & plan and

focus on their performance & growth

Expectations from Dealers/Trade advisors Experienced professionals in acquiring and trading for HNIs\' (High Net worth Individuals 25 lakhs and above & UHNI\'s (Deals in Crores) Capable of acquiring big ticket margin (min. 1 lac margin) Capable of servicing & leveraging relationship with HNI clients In-depth Knowledge about trading in Derivatives Have a strong & disciplined approach to Sales To work in a compliant and diligent manner Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination. ***(On exception, we can look at candidates having good client network & experience but do not have NISM, he can be considered & offered but their joining is subject to completing NISM certification).

Dealer Trade Advisor Sr Trade Advisor