- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating recent business.
- To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
- To keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Provide regular updates to the immediate superior as and when required.