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Ar Insurance Brokers Private Limited (Anand Rathi Group)

Dealer Sales

Date Posted : 22nd Sep 2022
Junior (1 to 3 years)
Mumbai
Full-Time
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Job Description

Job Description:- 

Equity Dealer

Dealing on behalf of clients.

Update client for order and trade on the recorded line during the market hour.

Maintain 0% dealing error.

Maintain active clients as per the defined norms.

Maintain daily unique outgoing client call.

Activate dormant clients.

Ensure resolution of clients query.

Ensure client meeting as per the defined norms.

Maintain records of business on internal software.

Liaison with branches for revenue generation and query resolution

Follow guidelines of Risk management and Settlement

Ensure compliance as per various regulator and organization guidelines.

Acquire quality clients through networking, database, market intelligence and references from existing clients.

Relationship Manager 

1.Acquire quality clients through networking, database, market intelligence and references from existing clients.

2. Generate Cross Sell revenue through Financial Planning.

3. Promote Focus Product of the month.

4. Maintain records of business on internal software.

5. Induct new clients to the Central Dealing Desk for smooth interaction and services.

6. Liaison with Central Dealing Desk for revenue generation and query resolution.

7. Conduct activities for Client Acquisition and Financial Planning.

8. Ensure compliance as per various regulator and organization guidelines.

9. Maintain the brand image of the organization.

10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.