1. Advise clients on investment opportunities and provide updates on current market trends.
2. Build and maintain long-term relationships with clients.
3. Manage client portfolios and generate brokerage revenue.
4. Execute trades on behalf of clients and ensure timely order execution.
5. Regularly interact with clients to understand their investment requirements.
6. Cross-sell financial products such as:
7. Mutual Funds (MF)
8. Portfolio Management Services (PMS)
9. Other investment products offered by the organization.
📌 Equity Advisor (New Delhi)
🏢 Axis Direct
📍 New Delhi
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