Equity Dealer Intern

Elite Credix

Gurugram District

On-site

INR 120,000 - 240,000

Full time

2 days ago
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Job summary

Realexus Capital Advisors pvt ltd in Gurgaon is seeking an Equity Dealer Intern to assist clients with market-related queries and investment information. You will build relationships with existing and prospective clients, explain Demat and trading accounts, and help drive new client acquisition.

The role emphasizes understanding clients' financial goals, communicating suitable product options, and staying updated on stock market movements.

Qualifications

  • Graduate in any stream; Finance or Commerce background preferred.
  • Freshers
  • Experience in stock broking, equity sales, wealth management, or financial services is a plus.

Responsibilities

  • Assist clients with equity market-related queries and investment product information.
  • Build and maintain relationships with existing and prospective clients.
  • Explain equity market products, Demat and trading accounts, and investment services.
  • Generate leads and acquire new clients.
  • Understand clients' financial objectives and communicate relevant product information.
  • Monitor stock market updates and share relevant market information within the scope of the role.
  • Follow up with clients to improve engagement and maintain long-term relationships.
  • Achieve assigned sales, client acquisition, and revenue targets.
  • Follow company policies and applicable SEBI regulations and compliance requirements.

Skills

Communication skills
Stock market knowledge
Sales skills
Lead generation
MS Excel
Willingness to learn

Education

Graduate degree

Job description

Job Description: Equity Dealer Intern

Company: Realexus Capital Advisors pvt ltd
Job Title: Equity Dealer Intern
Department: Sales / Equity & Investment Advisory
Industry: Financial Services / Stock Broking / Wealth Management
Experience: Fresher
Location: Gurgaon

Job Responsibilities

  • Assist clients with equity market-related queries and investment product information.
  • Build and maintain relationships with existing and prospective clients.
  • Explain equity market products, Demat and trading accounts, and investment services.
  • Generate leads and acquire new clients.
  • Understand clients financial objectives and communicate relevant product information.
  • Monitor stock market updates and share relevant market information within the scope of the role.
  • Follow up with clients to improve engagement and maintain long-term relationships.
  • Achieve assigned sales, client acquisition, and revenue targets.
  • Follow company policies and applicable SEBI regulations and compliance requirements.

Required Skills

  • Good communication and convincing skills.
  • Basic knowledge of the stock market, equity, and investment products.
  • Customer relationship management and sales skills.
  • Ability to generate leads and achieve targets.
  • Basic computer knowledge and MS Excel proficiency.
  • Willingness to learn about equity markets and financial products.

Eligibility Criteria

  • Qualification: Graduate in any stream; Finance or Commerce background preferred.
  • Experience: Freshers
  • Preferred Candidates: Candidates with experience in stock broking, equity sales, wealth management, or financial services.
  • Salary: As per experience and company policy.
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