EQUITY DEALER / RELATIONSHIP MANAGER EQUITIES IN INDIA

Key Responsibilities • Managing DEMAT Accounts of 25-35 active online Clients of the Company. • Generating revenue from Equity/ Currency/ DIYSIP/ TPP and any other new product launched. • Conduct client visits and branch visits for maintaining and building the relationships. • Advising and updating customers with daily movements in the stocks, with the help of research. • Managing the portfolio of clients with minimal errors/losses. • Activating dormant clients. • Prompt service to the clients. • Maintain records of all mapped customers portfolio. • Maintain records of all branch visits/ customer visits. • Furnish necessary reports to the Branch Manager. Challenges: • Retaining of customers in competitive markets • Ensure compliance while serving the customers • Dynamic market conditions