Job Description

GENERAL ROLE
The dealers are employees who play a link between the customer and the stock exchange. They
are responsible for placing orders in the stock exchange terminals. Dealers directly report to the
branch head.

ESSENTIAL DUTIES & RESPONSIBILITIES
ï‚· Revenue Generation
o Customer Profiling
o Activation of inactive clients
o Increasing volumes and revenue by proper guidance to customers so as to increase their
maximum participation.
o Cross selling other products
ï‚· Client Interaction
o Regular Meetings with clients for maintaining relations
o References from existing clients to acquire new clients
o Updating clients on market, company’s research reports, new IPOs, etc
o Proper confirmations of trades to clients on daily basis.
ï‚· Risk Management.
ï‚· Group discussions & up-gradation of market information, research reports

General
ï‚· Strive towards achieving individual goals and thereby the branch and organizational
goals
ï‚· These duties and responsibilities are only illustrative and not exhaustive and are liable to
modifications

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Skills

Communication skills , Client Relationship , Risk Management ,

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Qualifications

• Any Degree