Position: Equity Dealer
Dealing on behalf of client.
Update client for order and trade on the recorded line during the market hour.
Maintain 0% dealing error.
Maintain active clients as per the defined norms.
Maintain daily unique outgoing client call.
Activate dormant clients.
Ensure resolution of clients query.
Ensure client meeting as per the defined norms.
Maintain records of business on internal software.
Liaison with branches for revenue generation and query resolution
Follow guidelines of Risk management and Settlement
Ensure compliance as per various regulator and organization guidelines.
Acquire quality clients through networking, database, market intelligence and references from existing clients.
Generate Cross Sell revenue through Financial Planning.