NOTE : Only Broking Industry Candidates are Preferred.
Key Responsibilities:
• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• Individually handling clients with the book size of 25 lacs & above.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Mutual fund, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• Acquiring new clients & retaining the old clients by periodic meetings.
• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
• An equity trader buys, holds or sells various equity products on stock exchanges. These
products may include stocks, preferred stocks, equity options and financial futures.
• Research and identify trading strategies and methods leading to greater profit and
income for clients.
• Increase computer usage to access data and generate reports using software.
• Evaluate financial risks and decide on trading based on available data.
• Attain thorough knowledge about stock market terms and trading practices.
• Ensure all trading transactions are legitimate and comply with government laws and
policies to avoid law suits and other penalties.