Role & responsibilities:
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.
Positive in Excel.
📌 Equity Dealer Delhi
🏢 Bonanza Portfolio
📍 Delhi
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