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