B2B- Equity Dealer

Designation Service Executive/ Sr. Service Executive
Role B2B Equity Dealer
Industry Financial Services / Broking
Academic background Qualification: Graduate.

Reporting to Service Manager/RM
Team Management NA
Work experience Min 0 -4 years’ experience
Key Responsibilities
• Execute the orders on behalf of franchises.
• Confirmations of trade done by EOD.
• Ensure the volumes of trade are higher & Su-broker frequently.
• Cross promoting of third party products of Angel broking to the same sub brokers.
• Accurate & timely execution of orders on terminal (Sauda Punching on Terminal).
• Daily processing & confirmation of trades.
• Punch orders for Subbroker on NSE / BSE terminals.
• Monitor sub broker exposure limits.
• Solving Queries of the customers.
• After Market Hours Cross Selling of Financial Product with existing Sub broker

Technical Skills

Additional Desirable Skills • NISM VIII Dealers module is compulsory.

- Revenue Generated from clients from products like Equity,F&O, Commodity, Mutual funds & Insurance etc.r
-Managing the team.
-Manage the entire branch cost & maintain productivity.
-Finding new ways of securing existing and potential customers
-Maintained exceptional levels of customer services to client and fulfilled all requirements.
-Ensured compliance to all SEBI policies and regulations.
-Improve client retention rate & revenue from Retail Sales of Services