Monitoring Margin and Limits for clients • Handling entire back office operations for Equity and Commodity segment operations. • Overall Responsibility for Business Development in Cash, F&O and Commodities segments in respective profiles. • Responsible for achievement of targets of Revenue Generation, New Clients Acquisition and Margin Money collection. • Managing closely with clients, a relationship manager will execute trades on behalf of the clients, continuously provide them investment advice and attempt to meet their clients financial and investment goals. • Know market sentiment via research, valuation and data analysis. • Monitoring BSE/NSE and other international market performance. • Providing key clients daily trading information and market movements. • Execute trades on live terminal and collect cheque from clients. • Educate clients to move on to self trade online.
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