Investment guide

Investment guide Investment guide about Indian stock and commodity trading

12/08/2020

Job Description
Candidates should have minimum 1 Year experience in dealing and ready to work in any shift.

Benefits; Incentives, ESI, PF, Employees Welfare Scheme , Monday to Friday working, work from office only (no out door duty)

ROLE

As part of the retail distribution team, the role holder is responsible to provide complete financial advisory services to clients and manage their portfolio.

Revenue generation

Responsible to generate brokerage primarily through advising clients on their portfolio.

Responsible to acquire new Clients from the Market.

Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.

Client network development

Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.

Focus on generating new business and build client network.
Compliance

Maintain high level of compliance as per company norms.

Candidate should

Have good communication (verbal and written) skills. Ability to speak in local language.

Have strong product knowledge and understanding of capital market.

Have strong selling skills and ability to manage multiple product sales.

Have minimum of 1 year relevant experience in equity broking/selling third party products.

Have graduation degree from recognized university or college.

Have latest certificate of NISM 8 series.

Should have basic computer knowledge of using email, Microsoft office and trading terminal.

28/11/2016

RBI in a temporary move, has ordered Banks to maintain incremental CRR of 100%. Friday, Nifty saw upside rally of 132 points. Stock Market Today by Shailesh Saraf.

26/08/2016



26/Aug/16 – Finalisation of Basis of Allotment
29/Aug/16 – Unblocking of Funds from ASBA Account
30/Aug/16 – Credit of Equity Shares to Demat Account
31/Aug/16 – Commencement of Trading on NSE/BSE

19/05/2016

Save prudently…..Invest wisely

Address

205 PRESIDENT Plaza THALTEJ CROSS ROAD
Ahmedabad
380054

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