Thorough understanding of the capital markets, including regulations, NCFM certification |
Adequate knowledge of the equity market and the dynamics of the broking business |
Job Profile : |
Accountable for acquisition of High net worth clients |
Responsible for identifying customer needs and assessing their risk appetite |
Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market. |
Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships |
Responsible for achieving targets as assigned by the organization on a monthly basis |
Provide regular updates to the immediate superior as a when required |