Job id : 42747
Trade Advisor_Mumbai
Trade Advisor_Mumbai
Mumbai
2 years ago
85 Applied
JOB ID:42747
Job details
Job Type
Full Time
Functional Area
Accounting / Finance / Tax / CS / Audit,Customer Service/ Telecalling/ Back Office Operations,Sales/Business Development/Client Servicing
Industry
Banking/Financial Services/Insurance,Others
Education
Not Specified
Experience Required
2 - 10 Yrs
Key Skills Required
financial audits, investment banking, retail banking, commercial banking, customer service, trading
Other Skills Required
Job Description
Trade Advisor_MumbaiThese 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 processesExpectations from Dealers/Trade advisors –· Experienced professionals in acquiring and trading ... See More
Trade Advisor_MumbaiThese 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 processesExpectations 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 market See Less
About Company
Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group.
ABCL’s subsidiaries have a strong presence across Protecting, Investing and Financing solutions, ABCL is a universal financial solutions group catering to diverse needs of its customers across their life stages. Powered by more than 20,000 employees, the subsidiaries of ABCL have a nationwide reach with 850+ branches and more than 2,00,000 agents / channel partners and several bank partners.
Aditya Birla Capital Limited is a part of the Aditya Birla Group, a US$ 48.3 billion Indian multinational, in the league of Fortune 500. Anchored by an extraordinary force of over 120,000 employees, belonging to 42 nationalities, the Aditya Birla Group operates in 36 countries across the globe.
Heritage and History:
Originally incorporated in October 2007 under the Companies Act 1956, Aditya Birla Financial Services Private Limited received the certificate of re... See More
Heritage and History:
Originally incorporated in October 2007 under the Companies Act 1956, Aditya Birla Financial Services Private Limited received the certificate of re... See More
Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group.
ABCL’s subsidiaries have a strong presence across Protecting, Investing and Financing solutions, ABCL is a universal financial solutions group catering to diverse needs of its customers across their life stages. Powered by more than 20,000 employees, the subsidiaries of ABCL have a nationwide reach with 850+ branches and more than 2,00,000 agents / channel partners and several bank partners.
Aditya Birla Capital Limited is a part of the Aditya Birla Group, a US$ 48.3 billion Indian multinational, in the league of Fortune 500. Anchored by an extraordinary force of over 120,000 employees, belonging to 42 nationalities, the Aditya Birla Group operates in 36 countries across the globe.
Heritage and History:
Originally incorporated in October 2007 under the Companies Act 1956, Aditya Birla Financial Services Private Limited received the certificate of registration from the Reserve Bank of India in May 2009 to commence the business as non-deposit taking NBFC. In December 2014, the company was converted from a private limited company to a public limited company, and was renamed as ‘Aditya Birla Financial Services Limited’. During past one decade since its incorporation, the Company has come a long way to become one of the largest financial services players in India. Year 2017 marks a milestone, with the Company becoming a pure play listed holding company of all the financial services businesses of the Aditya Birla Group. To mark this new phase in its journey, and in line with its new unified brand identity, the Company was rechristened as ‘Aditya Birla Capital Limited’ in June 2017. The synopsis of its journey over past 12 years from 2007-2019 is as follows:
Heritage and History:
Originally incorporated in October 2007 under the Companies Act 1956, Aditya Birla Financial Services Private Limited received the certificate of registration from the Reserve Bank of India in May 2009 to commence the business as non-deposit taking NBFC. In December 2014, the company was converted from a private limited company to a public limited company, and was renamed as ‘Aditya Birla Financial Services Limited’. During past one decade since its incorporation, the Company has come a long way to become one of the largest financial services players in India. Year 2017 marks a milestone, with the Company becoming a pure play listed holding company of all the financial services businesses of the Aditya Birla Group. To mark this new phase in its journey, and in line with its new unified brand identity, the Company was rechristened as ‘Aditya Birla Capital Limited’ in June 2017. The synopsis of its journey over past 12 years from 2007-2019 is as follows:
- From 5 business lines to a well diversified portfolio of 13 business lines
- Aggregate AUM1 has grown to Rs. 3,000 billion
- Lending book (including Housing Finance) has grown to Rs. 601 billion
- Aggregate2 revenues have grown to Rs. 115 billion
- From Investment phase to aggregate2 earnings before tax of Rs. 12.9 billion
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