- Acquire recent clients through referrals, leads, or sales activities.
- Maintain relationships with existing clients.
- Understand clients' financial goals and risk tolerance.
- Recommend investment products such as equities, mutual funds, IPOs, bonds, and other market-linked products (subject to company policy and regulations).
- Assist clients with opening trading and demat accounts.
- Provide market updates and investment insights.
- Encourage clients to trade and invest through the brokerage platform.
- Resolve customer queries related to trading, accounts, and transactions.