Role & responsibilities
Advisory & Trading Support
Provide timely and accurate investment advice on Equity, and Derivatives market segments.
Execute trades for clients with proper consent as per regulatory guidelines Online/Offline.
Track market trends, news, and research to support client decision-making.
Share daily market updates, calls, and research reports with clients.
Relationship Management
Conduct regular portfolio reviews and financial discussions with existing clients.
Strengthen client relationships through consistent engagement and high-quality service.
Reactivate dormant clients and increase client activation Monthly and Daily.
Revenue & Target Achievement
Drive TPP sales including Insurance, Bonds, Mutual Funds, PMS and other in-house financial products.
Achieve monthly brokerage and revenue targets.
Promote relevant advisory services and enhance overall client value.
Compliance & Process Adherence
Ensure 100% adherence to all SEBI, Exchange, and internal compliance guidelines.
Maintain proper documentation and follow internal processes for trades and client interactions.
Actively participate in daily huddles, training sessions, and performance reviews.
Preferred candidate profile
Interest in pursuing career in stock market
Fresher