Equity Advisor

Role & responsibilities

• To acquire New Large Trader Clients per month.
• To ensure best quality customer acquisition by selecting the right surrogates as per the segmentation norms.
• To participate in the Local Area Program (LAP) for lead generation that the branch manager organizes and play an active role in sourcing trader accounts/leads of third party products.
• To collect margin cheques/stocks from clients, as and when required and ensure that they are captured/banked timely.
• To generate minimum daily trading volumes and profitability for the client & company.
• Acquiring Large Trader Clients with high margin
• Execution of transactions in Equities (Cash and Derivatives), Currency & Commodities
• Ensuring efficient and prompt management of orders based on customer request
• Generating leads, Selling/advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds
• Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.
• Day to day approvals w.r.t to limits, commercials
• Shifting offline customers to online.