o Identify and acquire new clients for equity trading and investment services.
o Build a strong network to generate leads and convert prospects into clients.
o Facilitate the onboarding process for recent clients, ensuring all documentation and KYC compliance are completed efficiently.
2. Client Relationship Management:
o Develop and maintain strong relationships with retail and high-net-worth individuals (HNIs). o Understand clients' financial goals, risk tolerance, and investment needs to provide tailored equity market solutions.
o Regularly engage with clients to review their portfolios and suggest adjustments based on market trends.
3. Equity Market Advisory and Execution:
o Provide clients with expert advice on equity investments,
market opportunities, and trading strategies.
o Ensure timely execution of buy/sell orders and provide updates on market conditions.
o Suggest additional financial products such as mutual funds, bonds, and derivatives to diversify client portfolios.
4. Revenue Generation:
o Achieve individual revenue targets through equity broking revenue, Value added schemes and third party product sales.
o Identify cross-selling and up-selling opportunities for other financial products and services. o Monitor and ensure high client activity levels to meet brokerage revenue goals