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CLIQHR Recruitment Services

Trade Advisor

Date Posted : 24th Jun 2022
5 applicant(s)
Mid-Level (4 to 6 years)
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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


· 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