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 Repor
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.