Candidate would be primarily responsible for bringing quality existing relationship & handling a select group of
retail clients, by providing them exceptional, specialized & individualized advice towards managing their
Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
Besides managing the Equities Investment & Trading portfolio of the existing & new clients
1. Responsible to generate brokerage primarily through advising clients on their equity portfolio
2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the
existing customers and focus on generating new business
3. Will need to be constantly updated with the market knowledge
4. Ensure all the activities are in adherence as per compliance and risk.
5. Keeping the clients updated on their orders
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