Role & responsibilities
Execute the orders on behalf of clients.
Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients.
Punch orders for clients on NSE/ BSE terminals.
Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc.
Monitor client exposure limits.
Solving queries of the clients regards market and investment.
Drive focus on generating recent business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.

Preferred candidate profile




Valuable communication (verbal and written) skills
Ability to speak in local language and English
Graduate from recognized university or college
Solid product knowledge and understanding of capital market
Ideally minimum of 1 year experience in Equity broking
Holds latest certificate of NISM 8
Understanding of local market and captive client base
Should have basic computer knowledge of using email, Microsoft office and etc.

NISM 8 (Equity Derivative) Certificate is Mandatory

Preferred candidate profile

📌 Relationship Manager Amritsar
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