Job Description

• Generate brokerage and activate trading accounts for clients.
• Assist new entrants in the equity market to understand its dynamics.
• Handle High Net Worth Individuals (HNI) clients effectively.
• Coordinate daily trades in equity and F&O with clients.
• Monitor client exposure limits and handle risk management.
• Help customers execute trades online and place orders on their behalf.
• Provide daily confirmations of orders and trades to clients.
• Acquire new clients through referrals from existing clients.
• Reactivate inactive clients through regular follow-ups.
• Address client queries and maintain regular communication.
• Communicate intra-day trading calls and investment ideas to clients.
• Monitor daily operations at the branch.
• Maintain strong relationships with all clients.
• Operate NSE/BSE terminals independently.
• Ensure compliance with all NSE/BSE rules and regulations.
• Advise clients based on researched market insights and updates.
• Drive revenue growth by identifying and developing new equity revenue streams.
• Maintain cordial relationships with existing clients and generate leads through referrals.
• Achieve set budgets related to revenue generation and client activation.