- Acquire new clients and generate revenue through retail broking and wealth products.
- Assist in online trades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
- Manage and enhance relationships with existing clients to increase business share.
- Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
- Achieve monthly and quarterly sales targets as assigned.
- Maintain high levels of client satisfaction through prompt service and query resolution.
- Ensure full compliance with SEBI, NSE, BSE, and internal company policies.
Preferred candidate profile :
• Robust understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.