Dealer Branch
3 days ago
Job Role:
- Responsible for engaging with inactive clients on a daily basis.
- Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading.
- Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.
- To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.
- To keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Provide regular updates to the immediate superior as and when required.
- Maintaining regular MIS reports on daily basis.
Skills
- Graduate / Post graduate with overall experience of 2- 4 yrs, with minimum 1 - 2 yrs exp in Equities in a client advisory side
- Should have sound understanding of capital markets.
- Should be result-oriented, selfstarter, proactive and should possess good communication skills.
- Should possess strong networking & relationship building skills.
- Should be certified in NISM-VIII
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