- 2+ years experience in client sourcing, trading, and advising on equity products
- Equity sales to clients with focus on HNI, revenue generation from equity and commodity products, client acquisition, trading account activation, client advisory, and daily client meetings
Responsibilities
- Equity sales to all clients of branch with special focus on HNI clients.
- Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.
- Generating Net interest income through Margin trade funding (MTF) as per assigned targets
- Assest gathering through, Advisory products, Investiger, IPO, ETF etc.
- Acquiring recent clients & generate revenues from new clients.
- Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market
- Help customers to Execute trade online and place orders on behalf of customers.
- Giving confirmation of orders and trades done during the day to clients.
- Advising clients with requisite information regarding the market condition.
- Ensure at least one client meeting per day is done.
Requirements
- At least 2 years of experience in Client Sourcing, Trading/Dealing, and Advising clients for Equity Products.