- Execute equity delivery, intraday, and Futures & Options (F&O;) trades as per client instructions and applicable regulations.
- Monitor live market movements, stock prices, indices, and trading opportunities.
- Assist clients with trading terminal operations, order placement, margin requirements, and settlement-related queries.
- Build and maintain solid relationships with existing clients by providing timely service and regular follow-ups.
- Understand clients’ financial goals, investment objectives, risk appetite, investment horizon, and liquidity requirements.
- Identify business opportunities within the existing client base through regular interactions and portfolio reviews.
- Generate qualified leads and referrals from existing clients.
- Identify client requirements for additional financial products and services, including mutual funds, SIPs, PMS, bonds, insurance, and other wealth management solutions, where appropriately authorised.
- Cross-sell and up-sell suitable products based on clients’ needs, risk profiles, and financial objectives.
- Build long-term client relationships to improve client retention, assets under management, and overall business growth.

📌 Equity Dealer (New Delhi)
🏢 Skymind Capital
📍 New Delhi