Job Description
* Trading in equity or Commodity terminal
* All mass file downloading, reading of research report and limit opening for some special clients
* Trading activity, dormant client follow up, some prospective client follow up.
* Trade confirmation
* Business development, new acquisition, service call, marketing activity etc.
* Reporting to branch manager, any other service activity or follow up work for business development.
* Acquisition of new clients of Equity, Commodity, currency, IBT, Derivatives and TPDs etc.
* Reactivation of existing clients through personal meetings, seminars, conferences, telephonic calling etc.
Discussing various lucrative investment opportunities and assisting them with various instruments like IBT,
IPOs, NPS etc.
* To provide client service and engagement at 360 degree levels.
* Required to develop and execute customized events like Caonpi, customer awareness seminar, outdoor
marketing activities etc.
* Providing branch operational support.
* Developing healthy relationships with sub-brokers and doing intervention with them as per supervisor’s
advice.
