Direct Responsibilities
€¢ Equity sales to all clients of branch with special focus on HNI clients .
€¢ Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.
€¢ Generating Net interest income through Margin trade funding (MTF) as per assigned targets
€¢ Assest gathering through, Advisory products, Investiger, IPO, ETF etc.
€¢ Acquiring new clients & generate revenues from new clients.
€¢ Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market
€¢ Help customers to Execute trade online and place orders on behalf of customers .
€¢ Giving confirmation of orders and trades done during the day to clients.
€¢ Advising clients with requisite information regarding the market condition.
€¢ Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.