- Execute the orders on behalf of clients.
- Ensure the volume of trade is higher & clients trade frequently.
- Promoting research calls to increase volume & frequency of trade.
- Maintaining high Activation Ratio and High no. of traded clients.
- Punch orders for clients on NSE/ BSE terminals.
- Recommending and guiding the clients on investment strategies.
- Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCD’s and etc.
- Monitor client exposure limits.
- Solving queries of the clients regards market and investment.
- Drive focus on generating current business/client base
- Responsible to ensure all activities are in adherence as per Compliance framework.