06 Aug
|
Sharekhan
|
Bharuch
Role & responsibilities
- Equity sales to all clients of branch with special focus on HNI clients .
- Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.
- Generating Net interest income through Margin trade funding (MTF) as per assigned targets
- Assest gathering through, Advisory products, Investiger, IPO, ETF etc.
- Acquiring new clients & generate revenues from current clients.
- Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market
- Help customers to Execute trade online and place orders on behalf of customers .
- Giving confirmation of orders and trades done during the day to clients.
- Advising clients with requisite information regarding the market condition.
Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
📌 Equity Dealer (Bharuch)
🏢 Sharekhan
📍 Bharuch