- Identify and acquire current clients for equity trading and investment services.
- Build a strong network to generate leads and convert prospects into clients.
- Facilitate the onboarding process for new clients, ensuring all documentation and KYC compliance are completed efficiently.
2. Client Relationship Management:
- Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs).
- Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions. o Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.
3. Equity Market Advisory and Execution:
- Provide clients with expert advice on equity investments, market opportunities, and trading strategies.
- Ensure timely execution of buy/sell orders and provide updates on market conditions.
- Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.
4. Revenue Generation:
- Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.
- Identify cross-selling and up-selling opportunities for other financial products and services.