- :
- Trading on behalf of the clients
- Building relationships with clients & educating them about Investments
- Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
- Client meetings and bank branch visits as per goal sheet.
Specialized Activities:
- Executing Trade Orders.
- Advising Clients based on Research Report.
Required Criteria:
- Graduation is must.
- NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
- Stock Market knowledge is mandatory.
- Should possess valuable communication skills.