- Minimum 3 years in equity / stock broking firms.
Responsibilities
- Trading / Dealing in Equities / Shares / Stocks on behalf of clients with 0% dealing error.
- Achieving the business target assigned in terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship.
- Profiling clients & suggesting financial products (Equity) to meet customer needs as per their risk appetite.
- Ensuring the highest level of service to the clients.
- Responsible for activation of trading account of clients.
- Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs.
- Responsible for handling HNI clients.
- Coordinating with clients for their daily trades in Equity.
- Help customers to execute trade online and place orders on behalf of customers.
- Making confirmation of orders and trades done during the day to clients.
- Acquiring recent clients through existing clients' referrals.
- Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
- Responsible for collecting margins/ market-to-market loss.
- Follow guidelines of risk management and settlement.
- Ensure compliance as per various regulator and organization guidelines.