Posted:8 hours ago|
Platform:
Work from Office
Full Time
Responsible for activation of trading account of clients, assisting new entrants in the equity market to
understand the dynamics of market.
• Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the
existing set of customers
• Responsible for Handling HNI Clients
• Coordinating with clients for their daily trades in Equity.
• Help customers to Execute trade online and place orders on behalf of customers.
• Achieve healthy revenues without compromising on client’s profitability.
• Making confirmation of orders and trades done during the day to clients.
• Advising clients with requisite information regarding the market condition.
• Acquiring new clients through existing client’s referrals.
• Activating inactive clients through regular follow up.
• Regularly following-up with clients and handling their queries.
• Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on
stock movements.
• Responsible for collecting margins / market-to-market loss.
Avani Consulting
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