To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf.
To achieve healthy revenues without compromising on clients profitability
To conduct regular client meeting after market hours
Recent client acquisition
To attain maximum reach of investment ideas/stock calls initiated
Regular interaction and meeting with branch sales team regarding recent account acquisition and about mapped clients
Keep abreast of the market news, financial trends and current affairs.
Job will be target oriented.
Specific Role Responsibilities:
Placing order on behalf of client
Advising clients with regards to their Investment in Equity
Client meeting, Branch visits
Help recent client to activate their account
Activating Stop trader client
New account acquisition
MTF book