Job Description

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.: (A brief description about the job)We are looking for Equity Dealer. The ideal candidate should have experience into Punching client order, Cross Sell Third Party Products.Join us if you like to: (Responsibilities section, please write the points accordingly)- Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads- Conduct meeting with clients as part of client servicing and cross selling other financial product- Understand the market updates for the day to provide accurate information to the client- Profile customers based on their investment trends and past record available with us- Attend calls and execute the orders on behalf of clients by doing Pre trade and post trade confirmation.- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.- Pitch clients for other investment products offered by the company- To maintain a synergistic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business- Update clients visit and all other communication with the client in the CRM software- Work towards building a network and expanding the client base.Key Result Areas- Call Management - Ensure all calls received at the desk are handled effectively and without waiting period- Reactivating dormant clients - Continuously work towards reactivating dormant clients- Cross Sell Third Party Products - Develop avenues through networking with active and reactivated clients to sell third party products- Data Management - Accurately record key information of the client to build revenue generation planWe\'ll need you to bring: (Required Qualifications section, please write the points accordingly) - Bachelor\'s degree any. - 1+ Years Experience into Equity Dealer.- NISM certified of 8 series (ref:updazz.com)

updazz .com