Responsibilities
Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organizational compliance norms.
Achievement of assigned cluster's revenue targets; managed brokerage and cross-selling targets.
Dissemination of product recommendation messages to allocated clients using compliant messaging systems.
Effective handling of client queries thus ensuring productive client engagement.
Application of technical analysis to queries relating to the market and stock movements, thus enabling conversion of prospects into trades.
Disseminating fundamental research recommendations to meet investing requirements of allocated clients.
Productive management of the allocated book and achievement of the targeted revenues from this allocated book with a constant endeavour to grow the book over time.
Constant efforts on direct databases for activation, reactivation, and retention of clients.
To ensure the desired NPS score is achieved.

Location - Surat, Ahmedabad, Bangalore, Chennai, Trivendrum, Mumbai, Delhi, Hyderabad, Vadodra, Kolkata, Pune, Shimoga

📌 Relationship Manager Super Equity Trader Ahmedabad (India)
🏢 Quick Turtle
📍 India