Role & responsibilities
1. Acquisition of current clients with margins.
2. Advise clients on equity, derivatives, mutual funds, bonds and other approved securities
products.
3. Understand client financial goals, risk profile, and investment horizon before
recommendations.
4. Execute trades and portfolio actions based on advisory strategy and market conditions.
5. Conduct regular portfolio reviews and provide clear market and performance updates.
6. Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
Preferred candidate profile
Those who have experience in equity dealer with cross selling they can apply
Interested candidates contact Hemalatha-(phone hidden)
[email protected]
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