Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market
Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPO’s etc. to the existing set of customers
Responsible for Handling HNI Clients too
Coordinating with clients for their daily trades in Equity.
Help customers to Execute trade online and place orders on behalf of customers.
Achieve healthy revenues without compromising on the client's profitability.
Making confirmation of orders and trades done during the day to clients.
Advising clients with requisite information regarding the market condition.
Acquiring new clients through existing client’s referrals.
Activating inactive clients through regular follow up.
Regularly following-up with clients and handling their queries.
NISM 8 Mandatory