
Responsible to generate brokerage primarily through advising,Clients on their Portfolio
Develop and Maintain a long term relationship with customers,to maintain a high level of retention of client base
Drive focus on generating new business/ client base
Product knowledge
Keep abreast with the market Knowledge and market Intelligence
Responsible to ensure all activities are in adherence as per Compliance FM
Provide information and regular updates to immediate manager
Calling to dead clients and assisting them to trade by providing intraday and delivery calls and generating revenue from them
After Market calling to clients and cross selling products like advance brokerage.
Identifying business opportunities by generating leads and building relationships with clients for company growth
Understanding the needs of clients and providing the right solutions that help them through effective presentations