Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s sole preferences and confirmation.
Suggest trade & investment recommendations as given by fundamental and technical research team (only).
Execute buy and sell orders for clients in a timely and accurate manner across different financial markets and instruments while ensuring proper evidence of the order has been acquired (Confirm with client: TRAQS- TRADE CODE, RATE, ACTIVITY, QUANTITY and SCRIP).
Expand the customer base by actively prospecting for recent clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
Ensure clients receive precise trade confirmations on a daily basis.
Report customers grievance related to trade disputes directly to Compliance Department, Head Office at the earliest.
Activation of clients who are dormant or inactive by advocating them to start trading again.
Execute cross-selling based on customer need, aimed at third-party products to optimize engagement with current clientele, thereby maximize revenue generation for the company.
Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.
Job Type: Full time
Pay: ₹23,000.00 - ₹35,000.00 per month
Perks:
Cell phone reimbursement
Health insurance
Leave encashment
Life insurance
Paid sick time
Provident Fund
Education:
Bachelor's (Required)
Experience:
Equity : 1 year (Required)
Sales: 1 year (Required)