Equity Advisor

Mount Talent Consulting

Delhi NCR

1-6 Years

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Posted 10 days ago
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Job Description

Role & responsibilities

To acquire New Large Trader Clients per month.
To ensure best quality customer acquisition by selecting the right surrogates as per the segmentation norms.
To participate in the Local Area Program (LAP) for lead generation that the branch manager organizes and play an active role in sourcing trader accounts/leads of third party products.
To collect margin cheques/stocks from clients, as and when required and ensure that they are captured/banked timely.
To generate minimum daily trading volumes and profitability for the client & company.
Acquiring Large Trader Clients with high margin
Execution of transactions in Equities (Cash and Derivatives), Currency & Commodities
Ensuring efficient and prompt management of orders based on customer request
Generating leads, Selling/advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds
Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.
Day to day approvals w.r.t to limits, commercials
Shifting offline customers to online.

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Indian

About Company

Mount Talent Consulting

Mount Talent Consulting Pvt. Ltd. (MTC) is known for providing top-notch HR services from beginning to end. With the passion and dedication of our experienced and qualified team members, we have mastered the art of maintaining quality and dependability. By setting high-performance standards, MTC ensures complete satisfaction. MTC is in the Business of HR Tech, Hiring, Staffing, Payroll, Staff Augmentation, Outsourcing business. Runs a Job portal-www.rozgar.com, operating in South Asia & Middle East. The group offers AI driven HRMS platform: www.rozgarhrms.com. The pathbreaking platform has helped increase employee productivity & management by 70%+. Registered offices in Noida, India | New York, USA | Singapore | Dubai | Vietnam Clients Include Honeywell, Boston Consulting Group, Accenture, Wells Fargo, American Express, Honda, Landmark Group, ICICI Bank, HDFC & other large MNC's from across Countries.

Job ID: 115934913

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