KEY RESPONSIBILITIES AND ACCOUNTABILITIES
- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
- To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
- To keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Provide regular updates to the immediate superior as and when required.
SKILLS & KNOWLEDGE
- Graduate / Post graduate with minimum 1 Year experience in Equities on the client advisory side
- Should have sound understanding of capital markets,
- Should be a result-oriented, self-starter, proactive, good communication skills.
- Should possess strong networking & relationship building skills.
- Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.
KEY RESPONSIBILITIES AND ACCOUNTABILITIES
- Manage KYC, MIS & BRS reports.
- Overall Bank financial, Operations & A/c work.
- Prescribe TAT/SLAs for financial work.
- Resolving customers request, queries & issues.
- Cross verification of KYC.
- Maintain MIS/EOD reports
- Acquiring business with existing & new client.
- Candidate should be some knowledge about basic Banking & Financial terms.
- Making For Customers Clearing Update.
- Reconciliation & Customer accounts.
- Able to handling Client/Customer queries also.
- Should be Eligible for Cross Sales.
- Should have Good Communication skill.
SKILLS & KNOWLEDGE
- Graduate / Post graduate with minimum 1 Year experience in Equities on the client advisory side
- Should have sound understanding of capital market and depository system in India.
- Should be a result-oriented, self-starter, proactive, good communication skills.
- Should possess strong networking & relationship building skills.
KEY RESPONSIBILITIES AND ACCOUNTABILITIES
- New Client Acquisition for Trading + Demat A/c.
- Multi product selling like broking, mutual funds, insurance, NPS and more…
- Relationship management with existing client base.
- Cross Sales of products according to need of Customers
- Client servicing to ensure high customer satisfaction.
- Be updated with latest of market.
SKILLS & KNOWLEDGE
- Graduate Fresher or Min. 1 year experience in financial sales.
- Local candidate only
- Good market knowledge.
- Good skill on identify people who can be converted into DPTK Customer.
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