- Responsible for managing clients portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
- Communicating trading on calls and investing ideas to customers.
- To trade on behalf of clients.
- Responsible for brokerage generation.
- Cross selling third party products.
- Research and build relationships with clients.
Key Skills:
- Pleasant personality and positive communication skills.
- Basic knowledge of finance and financial products.
- Must have worked on ODIN software.
- Good in Excel.