Equity Dealer Intern

Elite Credix

Key Responsibilities

• Assist clients with equity market-related queries and investment product information.
• Build and maintain relationships with existing and prospective clients.
• Explain equity market products, Demat and trading accounts, and investment services.
• Generate leads and acquire new clients.
• Understand clients financial objectives and communicate relevant product information.
• Monitor stock market updates and share relevant market information.
• Follow up with clients to improve engagement and maintain long-term relationships.
• Achieve assigned sales, client acquisition, and revenue targets.
• Follow company policies and applicable SEBI regulations and compliance requirements.

Requirements & Tech Stack

• Good communication and convincing skills.
• Basic knowledge of the stock market, equity, and investment products.
• Customer relationship management and sales skills.
• Ability to generate leads and achieve targets.
• Basic computer knowledge and MS Excel proficiency.
• Willingness to learn about equity markets and financial products.

Qualifications

• Graduate in any stream.
• Finance or Commerce background preferred.
• Candidates with experience in stock broking, equity sales, wealth management, or financial services are preferred.