Key Responsibilities
Trade Execution
- Execute client orders in equity, cash, futures & options segments accurately and efficiently.
- Ensure timely order placement and confirmation to clients.
- Monitor live market movements and assist clients with trade execution.
Client Relationship Management
- Handle inbound and outbound calls with existing clients.
- Build and maintain strong relationships with retail and HNI clients.
- Provide market updates, trading ideas, and investment-related information within regulatory guidelines.
- Assist clients in resolving trading and operational queries.
Revenue Generation
- Generate brokerage revenue through active client engagement.
- Increase client trading volumes and activation.
- Cross-sell company products such as mutual funds, IPOs, bonds, PMS, insurance, and wealth management services.
Risk & Compliance
- Monitor client margins, exposures, and risk positions.
- Ensure compliance with SEBI, NSE, BSE, and company policies.
- Follow internal dealing and risk management procedures.
- Escalate unusual transactions or compliance concerns to management.
Market Research & Updates
- Stay updated on market news, economic developments, corporate actions, and regulatory changes.
- Share relevant market information with clients to support informed decision-making.
Required Qualifications
Education
- Graduate in commerce, finance, economics, business administration, or related fields.
Certifications (Mandatory)
- NISM Series VIII – Equity Derivatives Certification
- NISM Series VII – Securities Operations and Risk Management (Preferred)
Experience
- 1–5 years of experience in a stockbroking company, wealth management firm, or financial services industry.
- Experience in handling retail and HNI clients will be preferred.
Pay: ₹20,000.00 - ₹40,000.00 per month
Benefits:
Work Location: In person
