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Senior Equity Dealer

PuneFull-time5–10 yrsPosted 1 week ago

Senior sales role at Axis Securities in Pune. Needs 5+ years.

About the role

Senior Equity Dealer at Axis Securities. Advising clients on their equity portfolio by leveraging in-house research calls to generate brokerage.

What you'll do

  • Advising clients on their equity portfolio by leveraging in-house research calls to generate brokerage
  • Develop and nurture a long-term relationship with customers to ensure high retention of existing customers while generating new business through referrals
  • Stay updated with the market and industry developments
  • Ensure all activities adhere to Compliance and Risk guidelines
  • Cross-selling third-party products, like MF and Insurance

What you need

  • Cross-selling
  • Insurance

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