Head of Equities

Acts as the purchasing agent for the company. Needs to have basic accounting knowledge. Asks for quotes from different vendors via email, call, or similar. Compare and contrast the quotes and recommend or choose the best option. Understand the various clauses of the service level agreement under which the services are being bought. Work to develop a relationship with the vendors. Ensuring the proper insurance requirements are being met by both parties. Must possess or develop strong negotiation skills to ensure that each brokerage delivers a net profit. Ensure each client gets the products they asked for and any complaints are resolved.

Interact with existing customers and follow up on leads to sell goods or services and meet sales targets. May require use of customer relationship software and basic office technology, preparation and presentation of proposals, and product or service demonstrations. Work may be performed in an office or retail environment.

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

Sell services to individuals or businesses. May describe options or resolve client problems.