1. Equity sales to all clients of branch with special focus on HNI clients .
2. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.
3. Generating Net interest income through Margin trade funding (MTF) as per assigned targets 4) Assest gathering through, Advisory products, Investiger, IPO, ETF etc.
4. Acquiring new clients & generate revenues from new clients.
5. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market 7) Help customers to Execute trade online and place orders on behalf of customers .
6. Giving confirmation of orders and trades done during the day to clients.
7. Advising clients with requisite information regarding the market condition.
8. Ensure at least one client meeting per day is done.
9. Knowledge of - Direct Equity , Equity Advisory, Valuable English, Command over Trading / Dealing of Equity & Commodity . Atleast 2- years of experience in Client Sourcing , Trading / Dealing, and Advising clients for Equity Products .