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  • Hiring for the Trade Advisors/BDM Profile for the Company Dealing into Finance for Pune Location

Posted on -May 31, 2019


Designation:-  Trade Advisors or BDM  
Experience:-3-10 years (relevant experience)  
Location:- Pune 
Compensation can be offered – 2.5 lacs to 6 lacs pa (fixed) + incentives (performance driven)  

Expectations from Dealers/Trade advisors 

·         Experienced professionals in acquiring and  trading  for HNIs’ & UHNI’s

·         Capable of acquiring big ticket margin (min. 5 lacs margin)

·         Capable of servicing & leveraging relationship with HNI clients

·         In-depth Knowledge about trading in Derivatives

·         Have a strong & disciplined approach to Sales

·         To work in a compliant and diligent manner

·         Mandatory to have NISM Series 8 certification – Equity Derivatives Certificate Examination.

***(On exception, we can look at candidates having good client network & experience but does not have NISM, he can be considered & offered but their joining is subject to completing NISM certification).

Screening parameters –

·       Should have min. 2-3 years of relevant work experience into Trading (on terminal) & HNI Client acquisition

·       NISM certification is mandatory before joining

·       Education qualification – Min. Graduate

·       Decent Communication Skills, Presentable & Confident

·       Should have relationship building & networking capabilities

·       Should have sound Business acumen about the industry – derivatives marke

Trade Advisors – These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).

Role description –

·         Reactivation of clients & acquisition of new clients – open market acquisition, cold calling, through referrals…etc

·         Trade on behalf of clients

·         Develop and maintain a long-term relationship with customers

·         Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads

·         Acquisition of De-mat / Trading account from open market and leads (Offline & Online)

·         Conduct lead generation activities for sales penetration

·         Meeting & pitching customers

·         Generate Equity Business and maintain strong client relationship.

·         To ensure adherence to surveillance, risk & deal desk processes  Interested Candidates are requested to send us their resume on hr5@tasolutions.in or call us on 9041149494. Also you may please refer to your friends/colleagues. Wish you all the best    

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