1. To Guide clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf.
2. Building relationships with the client & educating them about Investments.
3. NISM 8 certification (Equity & derivatives) & NISM 5 certification (Mutual Funds).
4. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).
5. Must be a graduate or Post graduate with 1 - 6 years of experience.
6. Client meetings and bank branch visits as per goal sheet.