Key Responsibilities
- Acquire new clients and build a book of business through networking, referrals, and market outreach
- Generate revenue by cross-selling and promoting a range of financial products (equity, F&O;, mutual funds, PMS/AIF, insurance, or other offerings as applicable) to both current and existing clients
- Execute buy/sell orders for clients across equity, F&O;, and currency segments accurately and within compliance norms
- Monitor client positions, margins, and exposure limits in real time
- Handle order placement via terminal (NSE/BSE) and ensure trade confirmations are processed correctly
- Liaise with clients/relationship managers to relay market updates, execute instructions, and resolve dealing queries
- Ensure adherence to SEBI/exchange regulations, internal risk limits, and audit requirements
- Reconcile daily trades, contract notes, and margin reports
- Flag unusual market activity, technical glitches, or compliance concerns to senior management promptly
- Support onboarding of new clients on the trading platform where required