Key Responsibilities :-

* Participate in daily morning strategy meetings to stay informed on market developments.

* Advise clients on their equity portfolios and help generate brokerage revenue.

* Build and maintain long-term client relationships through consistent engagement.

* Stay updated with market trends and news to guide clients effectively.

* Ensure all activities adhere to company compliance and risk management policies.

* Monitor clients& positions and make regular follow-up calls as per their profile and preferences.

* Accurately execute client orders and maintain high standards of service.

* Communicate technical and fundamental research calls to clients.

* Conduct periodic portfolio review meetings with clients.

Educational Requirements:

* Strong understanding of Equity and Capital Markets.

* Basic knowledge of financial products such as Mutual Funds and Derivatives.

* Excellent communication and client-servicing skills.

* Proficiency in trading platforms and order execution systems.

* Valid NISM Certification (Series VIII) is mandatory.