Broking - Neo Dealer Branch - North

·         Responsible for engaging with inactive clients on a daily basis.

·         Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as  also Futures and Options Trading.

·         Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.

·         To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.

·         To keep abreast with the market knowledge and market intelligence.

·         Responsible to ensure all activities are in adherence as per Compliance & Risk.

·         Provide regular updates to the immediate superior as and when required.

·         Maintaining regular MIS reports on daily basis