Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.
Communicating trading on calls and investing ideas to customers.
To trade on behalf of clients.
Responsible for brokerage generation.
Cross selling third party products.
Research and build relationships with clients.
Preferred Qualification:
Graduate / Post Graduate
Certification:
NISM Mandatory
Preferred Experience:
Minimum 1+ Year dealing experience
Key Skills:
Pleasant personality and good communication skills.
Basic knowledge of finance and financial products.
