Acquire and manage relationships with retail and high-net-worth clients.
Understand clients' financial needs and provide suitable investment recommendations (equity, derivatives, mutual funds, IPOs, etc.).
Ensure high levels of client satisfaction through prompt service and regular follow-ups.
Execute trades on behalf of clients and offer real-time market updates.
Achieve revenue and business targets through new client acquisition and cross-selling.
Monitor clients’ portfolios and provide timely advice in line with market trends.
Stay updated with market developments, financial news, and regulatory changes.
Handle customer queries, complaints, and ensure resolution within TAT.
Maintain compliance with SEBI and exchange regulations at all times.