Acquiring new clients and getting business from then
Building relationships with clients
Educating clients about investments
Buying and selling shares on behalf of clients
Confirming and executing orders
Advising clients based on research reports
Achieving targets as assigned by the organization
Placing trade orders on behalf of the clients in equity or derivative segment
Conduct regular meetings and calls to update clients on portfolio performance and market trends.
Address client queries, complaints, and concerns promptly to maintain satisfaction.