Jhaveri Securities

Vadodara, Gujarat

Responsible for placing and tracking client tradee on a daily basis. Responsible for generating new Clients/KYC as and when required. Responsible to send reports to clients as and when required. Responsible for pre & post trade confirmation on a daily basis. Responsible to inform client regarding the upcoming IPOs/Buy Back/OFS/Rights Issue/SLBM etc as and when required. Responsible for ledger confirmation from clients on email on a quartetly basis. Responsible to lead a team of direct equity dealers. Responsible to update and track HNI client trades on google sheet. Responsible to track, retention, shortmargin etc for clients on a daily basis.

Handle Customers inbound And Outbound Calls, Solving Queries Informing clients About Products and Services Noticing significant subtleties of every discussion Keeps up quality services by adhering to organization guidelines Reaching potential or existing clients to advise them about product

Responsible to generate new business either from existing or new customers on a daily basis Responsible to ensure preparation of KYC for new customers, registration on BSE platform from the support staff as and when required. Responsible for reviewing and sending investment reports to all existing customers on a quarterly basis or as and when required. Responsible to ensure change of non-financial transactions of all existing customers through support staff as and when required. Responsible for market and generate the business for indirect equity, RBI Bond, MF & NFO, FD, NCDs Bonds, Secondary Bonds, Capital Gain Bonds on a daily basis. Responsible to arrange/attend client meetings related to MF.Responsible to support broker channel as and when required. Responsible to ensure preparation and delivery of Taxation reports and submission to client with the help of support staff on an annual basis. Responsible to get minimum 20-25 references from existing customers on a monthly basis.