- Develop and maintain a long term relationship with clients.
- Generate brokerage through advising clients on their equity portfolio.
- Need to be constantly updated with the market knowledge.
- Ensure all the activities are in adherence as per the compliance and risk policy
- Keeping the clients updated on their orders, Track clients positions and make regular calls as per their profile & preferences
- To be accurate while taking and placing orders
- Communicate research calls (Technical & Fundamental) to the clients
Required Experience and Qualifications
- Any graduate.
- NISM Equity derivatives certification examination.