Job position: Sr. Trade Advisor
Experience: 2-4 years of relevant work experience in trading (on terminal) & HNI Client acquisition
Skills: Equity Dealer, Nism, and Margin
Roles and responsibilities
Reactivation of clients & acquisition of new clients from open market acquisition, cold calling, referrals, etc.
Trade on behalf of clients.
Develop and maintain a long-term relationship with customers.
Responsible for the reactivation of dormant clients.
Ensure growth in clientele by converting leads.
Acquisition of demat and trading accounts from the open market and leads (offline and online)
Conduct lead generation activities for sales penetration.
Meeting & pitching customers.