- Communicating Intra-day Trading Calls and Investing Ideas to Customers.
- Maintaining Regular Relations with Clients and Regularly monitor client portfolios and suggest trading strategies to enhance returns.
- Individually Operate NSE / BSE Terminals.
- Calling dormant / inactive clients and convincing them to start trading.
- Develops strategies to acquire new clients or expand the trading activity of existing clients.
- Margin collection from existing and new clients by encouraging them to increase their trading volume
- Ability to Advise the Clients from Time to Time Based on The Research Calls.
- To Trade for The Clients, Keeping Them Informed About Rates, Research Information and Market Outlook, Order & Trade Details and Confirmations.
- Identify and Develop New Streams for Equity Revenue Growth and Maintaining Cordial Relationship with Existing Clients.
- Pitching third party products like PMS, AIF, MF, etc and convincing clients to invest in a broader range of financial products offered by the brokerage.
- Actively trades on behalf of clients, suggesting and executing trades based on market analysis and the client’s risk appetite.
Works towards achieving specific sales or revenue targets set by the brokerage firm