Client Engagement & Relationship Management

- Proactively engage with assigned clients on a regular basis to provide market updates, equity ideas, and advisory support.
- Conduct regular meetings with existing and prospective clients to understand their investment needs and risk profiles.
- Acquire recent clients and drive account activation through effective networking and outreach.Focus on reactivating dormant client accounts and expanding the active client base. Regular Client meetings.
- Trade Execution & Advisory
- Execute trades accurately and promptly on behalf of clients across Equity, F&O;, and Currency segments via trading terminals. Maintain compliance with regulatory bodies (SEBI, Stock Exchanges) and internal risk guidelines during trade execution. Assist clients with margin requirements, exposure management, and trade settlements.
- Revenue Generation & Cross-Selling
- Achieve monthly and quarterly brokerage revenue targets across client portfolios. Cross-sell third-party financial products, including Mutual Funds, IPOs, Fixed Deposits, and Insurance solutions. Promote Margin Trading Facility (MTF) usage to help clients optimize their trading capacity and generate interest revenue.

📌 Urgent Hiring Equity Dealer (Delhi)
🏢 Religare Broking (RBL)
📍 Delhi