Responsibilities :
- Client acquisition - HNI/UHNI/PCG
- Active management of clients to - maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth
- Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability
- Responsible for building MTF book from clients, ensuring book growth every month
- Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market
- Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients
Qualification : Graduate/Post Graduate
Requirements :
- Minimum experience of 10-20 years in dealing of any Stock broking company.
- NCFM Certification is mandatory.
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