Role & responsibilities
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, NCDs 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.
Must be target oriented