- Ensure strict adherence to SEBI regulations, internal policies and suitability norms.
- Ability to advise the clients from time to time based on the research calls.
- Generating brokerage and volume to the branch.
- Conduct regular portfolio reviews and provide clear market and performance updates.
- To trade on behalf of clients, keeping them informed about rates, research information and market outlook, order & trade details and confirmations.
- Identify new streams for revenue and maintain cordial relationship with existing clients.
- Achieve laid down target W.r.t Revenue generation, client activation & client acquisition.
Cross selling third party products (Life Insurance & mutual funds).
Preferred candidate profile
- NISM 8 and NISM 25 A certification is mandatory.
- Excellent communication and active listening skills.
- Confidence and solid presentation abilities.
- Ability to explain information clearly and simply.
- Strong convincing and interpersonal skills.