Client Acquisition & Management: Identifying potential investors, pitching financial products (equity, mutual funds, derivatives), and maintaining relationships to achieve sales targets.
Market Research & Analysis: Monitoring market trends, conducting technical/fundamental analysis, and preparing reports to provide investment recommendations.
Trade Execution: Buying and selling stocks or securities on behalf of clients using trading platforms.
Advisory Services: Guiding clients on portfolio diversification, risk management, and strategic investing to meet financial goals.
Compliance: Ensuring all transactions abide by SEBI (or local regulatory) guidelines.