• Purpose of role: To understand customer's financial goals,
advice them on Buy, Sell or Hold strategy and execute trade
• Dealing on behalf of clients.
Update client for order and trade on recorded line during market
Maintain 0% dealing error.
Maintain active clients as per the defined norms.
Maintain daily unique outgoing client call.
• Activate dormant clients.
Generate Non-broking revenue from existing clients.
• Ensure resolution of clients query.
• Ensure client meeting as per the defined norms.
• Maintaining records of business on internal software.
• Follow guidelines of Risk management and Settlement
• Ensure compliance as per various regulator and organization guidelines