RESPONSIBILITIES & TASKS · Execute equity and F&O; trades efficiently · Build and maintain client relationships · Cross-sell third-party products (TPP) to clients · Monitor market trends and provide timely insights · Collaborate with internal teams to meet client needs · Achieve sales targets and contribute to business growth
COMPETENCIES
EXPERIENCE · 2–5 years of relevant experience in equity and derivatives dealing, client servicing, and cross-selling financial products in a broking setting.
· Require experience of handling HNI clients, large trading volumes, and deeper involvement in revenue generation and advisory.
KNOWLEDGE · Postgraduate/ bachelor’s degree in Finance, Commerce, Economics, or related field (e.g., MBA,B.Com, BBA, BA)
· NISM Series VIII – Equity Derivatives Certification