Job description
Key Responsibilities:
- Executing orders on behalf of clients/ AP
- Operational activity of clients like KYC and other products like MF/Insurance.
- Execute equity, derivatives, and commodity trades on behalf of clients in a timely and efficient manner.
- Monitor stock market trends and provide clients with accurate market information and trading advice.
- Maintain and update client portfolios, including P&L and risk management.
- Ensure compliance with all SEBI, NSE, and BSE regulations and internal policies.
- Build and maintain long-term relationships with clients to increase trading volumes.
- Educate clients on investment opportunities, market developments, and trading platforms.
- Ensure prompt resolution of client queries related to trades, positions, and settlements.
- Achieve revenue targets through brokerage generation and cross-selling of investment products.
- Monitor and manage client risk, including exposure and margin requirements.
- Provide inputs for developing research reports and investment strategies.
Education - Graduation with NISM certified and at least 2 years of work experience