- Communicating intra-day trading calls and investing ideas to customers.
- Monitoring day to day operations at Branch.
- Maintaining regular relations with clients.
- Individually operate NSE / BSE terminals.
- Thorough knowledge of all NSE / BSE rules & regulations and Compliance.
- Ability to advise the clients from time to time based on the research advices. Generating Brokerage and volume to the Branch.
- To trade for the clients, keeping them informed about rates, research information, and market outlook, order & trade details and confirmations.
- Identify and develop current streams for equity revenue growth and maintaining cordial relationship with existing clients.
- Client Acquisition,
- Opening D-Mat Account,
- Expand the Client Base by appointing various new clients,
- Developing Relationship with HNI clients and Generating leads through References.
- Achieve laid down budgets w.r.t revenue generation and client activation.