To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
Responsibilities
Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf
To achieve healthy revenues without compromising on client's profitability
To conduct regular client meeting after market hours
Recent client acquisition
To attain maximum reach of investment ideas/stock calls initiated
Regular interaction and meeting with branch sales team regarding current account acquisition and about mapped clients
Keep abreast of the market news, financial trends and current affairs
Specific Role Responsibilities
Placing order on behalf of client
Advising clients with regards to their Investment in Equity
Client meeting
Help current client to activate their account
Activating Stop trader client
Recent account acquisition
Education Qualifications
Graduate/ Post graduate
Education / Certification needed
NISM Series 7 5 A 25 A 8
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