· Advising clients on their equity portfolio by leveraging in-house research calls to generate brokerage.
· Develop and nurture a long-term relationship with customers to ensure high retention of existing customers while generating current business through referrals.
· To stay updated with the market and industry developments
· Ensure all activities adhere to Compliance and Risk guidelines.
· Cross-selling third-party products, like MF and Insurance
📌 Senior Equity Dealer Pune (India)
🏢 Axis Securities
📍 India
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