Job Description
Greeting,
We have an opening for below profile with us :-
Company Name - Ventura Securities Limited
About Company - Ventura Securities Ltd. (Ventura) commenced operations in 1994 as a stock broking house. Over the past two decades, we have grown into a group of companies that provides a complete array of financial products and services.
Position - Equity dealer
Years of Experience: 1 Years and above in Broking firm
Qualification: Any Graduate
Certification: NISM Series 8vailidy
Location - Raipur and Bangalore
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 a network and expanding client base.