Equity Dealer

Geojit; Hosur; On-site; INR 300,000 - 600,000; Full time

Job summary

Geojit invites applications for a client-focused role in Hosur, Karnataka. You will engage with clients to understand their investment goals, provide market insights, and execute trades with accuracy and compliance.

The ideal candidate holds a Bachelor's degree or diploma, 1–5 years of experience, and NISM VIII certification. You should be keen on cross-selling products, maintaining regular client contact, and growing the client base while upholding regulatory standards.

Qualifications

• Education: Any Bachelor's Degree or Diploma.
• Experience: 1–5 years and NISM VIII certified.
• Interested in cross selling other products.
• Age 20–40 years; Gender: Both Male and Female can apply.

Responsibilities

• Understand client investment objectives, provide market insights, and execute trades per client confirmation.
• Suggest trade and investment recommendations based on fundamental and technical research.
• Execute buy and sell orders across markets with proper evidence of the order (TRAQS-TRADE CODE, RATE, ACTIVITY, QUANTITY and SCRIP).
• Expand the client base through cold-calling, appointments, and referrals.
• Activate dormant clients and re-engage trading activity.
• Ensure daily trade confirmations are delivered to clients.
• Report trade-related grievances to Compliance promptly.
• Cross-sell third-party products to maximize engagement and revenue.
• Maintain regular client communication via calls and meetings.
• Monitor market conditions and news affecting securities prices.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with research, sales, and risk management to provide holistic solutions.

Skills

NISM VIII Certification

Client acquisition

Cross-selling

Trade execution

Education

Bachelor's degree or Diploma

Job description

Role & responsibilities

• Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to clients sole preferences and confirmation.
• Suggest trade & investment recommendations as given by fundamental and technical research team (only).
• Execute buy and sell orders for clients in a timely and accurate manner across different financial markets and instruments while ensuring proper evidence of the order has been acquired (Confirm with client: TRAQS- TRADE CODE, RATE, ACTIVITY, QUANTITY and SCRIP).
• Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
• Activation of clients who are dormant or inactive by advocating them to start trading again.
• Ensure clients receive precise trade confirmations on a daily basis.
• Report customers grievance related to trade disputes directly to Compliance Department, Head Office at the earliest.
• Execute cross-selling based on customer need, aimed at third-party products to optimize engagement with current clientele, thereby maximize revenue generation for the company.
• Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
• Monitor market conditions, trends, and news that may impact the prices of securities or other financial products.
• Ensure compliance with regulatory requirements, internal policies, and industry best practices related to trade execution and client interactions.
• Collaborate with colleagues in other departments such as research, sales, and risk management to provide holistic solutions to clients and contribute to the overall success of the organization.

Preferred candidate profile

• Education - Any Bachelor's Degree or Diploma;
• Experience - (1 - 5 years) & NISM VIII Certified;
• Interested in Cross Selling other products;
• Age - 20 - 40 years;
• Gender - Both Male and Female can apply;