Equity Dealer
Ventura Securities Ltd
Bangalore, India
19h ago

Roles and Responsibilities

  • Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads
  • Conduct meeting with clients as part of client servicing and cross selling other financial product
  • Understand the market updates for the day to provide accurate information to the client
  • Profile customers based on their investment trends and past record available with us
  • Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation.
  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • Pitch clients for other investment products offered by the company
  • To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.
  • Update clients visit and all other communication with the client in the CRM software
  • Work towards building network and expanding client base.
  • Years of Experience : 6months and above

    Qualification : Any Graduate

    Certification : NISM Series 8 vailidy

    If you find this opening suitable then kindly send your Updated CV on Sushma.chimlangi ventura1.com

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