Key Responsibilities

1. Equity Dealing and Order Execution:

- Execute equity and derivatives trades accurately on behalf of clients withi regulatory guidelines.

- Ensure timely and error-free order placement through trading platforms.

- Monitor real-time market trends and provide updates to clients for informed decision-making.

1. Client Relationship Management:

- Build and maintain solid relationships with retail and high-net-worth (HNI) clients.

- Understand clients investment goals, risk appetite, and financial needs to provide personalized trading solutions.

- Handle client queries regarding portfolio performance, account statements, and trading strategies.

1. Advisory Support:

- Provide clients with insights on equity markets, investment opportunities, and trading strategies.

- Suggest appropriate financial products and portfolio adjustments based on market trends and client needs.

- Assist clients in managing risk through hedging strategies and diversification.

1.



Revenue Generation:

- Achieve individual and branch-level revenue targets through brokerage and advisory services.

- Focus on upselling and cross-selling equity and allied products such as mutual funds, insurance, and other investment instruments.

1. Compliance and Risk Management:

- Ensure all transactions adhere to regulatory and compliance norms (SEBI,NSE/BSE, etc.).

- Maintain accurate records of client interactions and trade orders in line with audit requirements.

- Monitor client trading behavior to mitigate potential risks such as margin shortfalls or speculative trading.

1. Market Monitoring:

- Stay updated on market trends, economic developments, and corporate actions that may impact equities.

- Analyze market news and events to share actionable insights with clients.

📌 Equity Dealer (Ayodhya)
🏢 Navya Mantra Hr Consulting
📍 Ayodhya