Roles and 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 new 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.
- Achieving the Business target assigned to branch in terms of, Broking revenue, acquiring clients, enhancing, & upgrading the client relationship.
- Ensuring the highest level of service to the clients.
- Ensure at least one client meeting per day is done.
Job Requirements :
- 1-7 years of experience in equity advisory or related field (e.g., brokerage firm).
- Solid understanding of equity derivatives, including options, futures, swaps, etc.
- Proficiency in analyzing financial data using tools such as Excel or similar software.
- Excellent communication skills for building strong relationships with clients.