Dealer-stock broking-Bhubaneswar

*Geojit Financial services Ltd*

Designation-Dealer

ctc-5 lpa

Essential Duties and Responsibilities:  Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s 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.  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.  Activation of clients who are dormant or inactive by advocating them to start trading again.  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