Job Description

Bajaj Broking is a SEBI-registered stockbroking firm offering trading, demat, and investment services.

Prime Trade Solutions Pvt. Ltd. is an Authorized Person (AP) of Bajaj Broking, meaning it is officially appointed to represent Bajaj Broking locally.

The AP handles client onboarding, trading support, customer service, and business development while following all compliance and regulations set by Bajaj Broking and SEBI.

1. Client Acquisition & Onboarding

Identify, approach, and acquire potential clients interested in trading and investment products. Assist new clients with account opening processes such as

Demat & Trading account setup

. Ensure smooth onboarding by explaining firm's services, platforms, and policies.

2. Client Relationship Management

Build and maintain

long-term relationships

with existing clients. Act as the

single point of contact

for clients to address all queries and concerns. Maintain regular communication with clients through calls, emails, and meetings.

3. Trade Facilitation & Advisory

Guide clients on

how to use trading platforms

(mobile app/web portal). Provide basic information on market trends, stock quotes, and investment options. Support clients in executing buy/sell orders as per their requirements.

4. Cross-Selling & Revenue Generation

Promote

investment products

like mutual funds, IPOs, bonds, insurance, etc. Achieve monthly/quarterly targets for

broking turnover

and

revenue growth

. Identify opportunities for

upselling and cross-selling

to increase business volume.

5. Customer Support & Issue Resolution

Assist clients with account-related issues like

KYC updates, margin requirements, fund transfers

, etc. Resolve trade execution problems or platform-related concerns quickly. Ensure

high customer satisfaction

by delivering prompt support.

6. Compliance & Risk Management

Ensure all client transactions comply with

SEBI and Exchange regulations

. Maintain records of

client interactions, KYC documents, and trade confirmations

. Identify and flag any unusual trading patterns or risks.

7. Reporting & Feedback

Prepare and submit

daily/weekly reports

on client interactions and trading volumes. Share market insights and client feedback with the management team. Suggest strategies to

improve client experience

and

enhance trading activity

.
Job Type: Full-time

Pay: ₹15,000.00 - ₹35,000.00 per month

Benefits:

Health insurance Life insurance Paid sick time Paid time off Provident Fund
Expected Start Date: 29/10/2025