Advisor - Sales - Private Equity (2-3 Yrs) Thane (BFSI Sales)

Aditya Birla Money Ltd, part of the Aditya Birla Group, is a prominent financial services company in India offering a wide range of services including equity and commodity broking, portfolio management, wealth management, and insurance broking. Established with a commitment to delivering excellence in financial solutions, Aditya Birla Money leverages its extensive network and robust technological infrastructure to cater to the diverse needs of retail and institutional clients across the country. With a focus on innovation and customer-centricity, the company has established itself as a trusted partner in the financial services sector, providing personalized investment advice and efficient execution to help clients achieve their financial goals. Equity Advisor/Equity DealerJob Purpose : These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing).Role description - Reactivation of clients & acquisition of new clients - open market acquisition, cold calling, through referrals- Trade on behalf of clients: Develop and maintain a long-term relationship with customers- Responsible for reactivation of dormant clients: Ensure growth in clientele by converting leads.- Acquisition of De-mat / Trading account from open market and leads (Offline & Online)- Conduct lead generation activities for sales penetration- Meeting & pitching customers- Generate Equity Business and maintain strong client relationships.- To ensure adherence to surveillance, risk & deal desk processesExpectations from Dealers/Trade advisors -~ Experienced professionals in acquiring and trading for HNIs (High Net worth Individuals 25 lakhs and above & UHNI s (Deals in Crores)~ Capable of acquiring big ticket margin (min. 1 lac margin)~ Capable of servicing & leveraging relationship with HNI clients~ In-depth Knowledge about trading in Derivatives~ Have a strong & disciplined approach to Sales~ To work in a compliant and diligent manner~ Mandatory to have NISM Series 8 certification - Equity Derivatives Certificate Examination.Selection Criteria s:_- Minimum 2 Years experience is Mandatory- Dealing experience is must - achieving min 4X of revenue targets in the existing Organization.- Currently managing or interested in Client Acquisition (sales)- Should have completed 10 2 3 years of education (Mandate)- NISM 8 certification - Equity Derivatives mandatory- Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.- Building relationships with the client & educating them about Investments.- Responsible for achieving brokerage.- New Client Acquisition- Executing Trades Orde (ref:updazz.com)

Payroll Type : Permanent