- Proactively engage with assigned clients on a regular basis to provide market updates, equity ideas, and advisory support.
- Conduct regular meetings with existing and prospective clients to understand their investment needs and risk profiles.
- Acquire current clients and drive account activation through effective networking and outreach.
- Focus on reactivating dormant client accounts and expanding the active client base.
- Execute trades accurately and promptly on behalf of clients across Equity, F&O;, and Currency segments via trading terminals.
- Maintain compliance with regulatory bodies (SEBI, Stock Exchanges) and internal risk guidelines during trade execution.
- Assist clients with margin requirements, exposure management, and trade settlements.
- Achieve monthly and quarterly brokerage revenue targets across client portfolios.
- Cross-sell third-party financial products, including Mutual Funds, IPOs, Fixed Deposits, and Insurance solutions.
- Promote Margin Trading Facility (MTF) usage to help clients optimize their trading capacity and generate interest revenue.
Pay: ₹350,000.00 - ₹500,000.00 per year
Application Question(s):
- What's your current and expected CTC?
Education:
- Bachelor's (Required)
Experience:
- Total: 2 years (Required)
- Relationship management: 2 years (Required)