Direct Responsibilities
of client trades with negligible errors and provide trade confirmations
while ensuring complete compliance with regulatory and organisations compliance
norms
Achievement of daily targets on recommendations on various offerings and updating
the same to the Trader champion.
Achievement of assigned Cluster s Revenue Targets Managed Brokerage and Cross
Selling Targets.
Disemmination of product recommendations messages to allocated client using
compliant messaging systems
Effective handling of client queries thus ensuring efficient client enagagement.
Application of technicals analysis to queries relating to the market and stock
movements thus enabling conversion of opportunities into Trades
Dissemminating Fundamental research recommendations to meet investing
requirements of allocated clients
Responsibilty of Margin collections for trade both online and through
cheques/RTGS.
Efficient management of allocated book and achievement of the targetted revenues
from this allocated book with a constant endeavour to grow the book over the time
Constant efforts on direct databases for activation / reactivation / retention of
clients.
Client retention by reviewing needs of clients proposing solutions and working out
winwin deals whenever required.
New Client Acquisition of trading accounts and ensure achievement of targetted
revenues from the newly acquired clientele.
To ensure the desired NPS score is achieved
Contributing Responsibilities
Need enrol 4 New Accounts month on month
Technical & Behavioural Competencies
Knowledge of technical analysis and market strategy
Specific Qualifications (if required)
MBA finance
Direct Responsibilities
of client trades with negligible errors and provide trade confirmations
while ensuring complete compliance with regulatory and organisations compliance
norms
Achievement of daily targets on recommendations on various offerings and updating
the same to the Trader champion.
Achievement of assigned Cluster s Revenue Targets Managed Brokerage and Cross
Selling Targets.
Disemmination of product recommendations messages to allocated client using
compliant messaging systems
Effective handling of client queries thus ensuring efficient client enagagement.
Application of technicals analysis to queries relating to the market and stock
movements thus enabling conversion of opportunities into Trades
Dissemminating Fundamental research recommendations to meet investing
requirements of allocated clients
Responsibilty of Margin collections for trade both online and through
cheques/RTGS.
Efficient management of allocated book and achievement of the targetted revenues
from this allocated book with a constant endeavour to grow the book over the time
Constant efforts on direct databases for activation / reactivation / retention of
clients.
Client retention by reviewing needs of clients proposing solutions and working out
winwin deals whenever required.
New Client Acquisition of trading accounts and ensure achievement of targetted
revenues from the newly acquired clientele.
To ensure the desired NPS score is achieved
Contributing Responsibilities
Need enrol 4 New Accounts month on month
Technical & Behavioural Competencies
Knowledge of technical analysis and market strategy
Specific Qualifications (if required)
MBA finance
Need to complete NISM - derivatives ,Mutual fund, Commodity.
Equity Dealer
