Annual Reports, Can-Call, Quarterly Earnings Reports, Business Analysis, Industry Analysis, Ratio Analysis, Financial AnalysisReading Daily News, Reading Business Magazineetc.

▪️Execute the orders on behalf of clients and operating stock trading terminals.▪ Confirmations of trade done by EOD.▪ Minimum 1 new client acquisition monthly.▪ Responsible to generate brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for the short/ medium term.▪ Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.▪ Ability to read Research reports and share view with clients to collaborate and make easy trading process with customers.▪ Demat account opening.▪ Generating insurance leads and arranging meeting with client for closing a lead

▪ Execute the orders on behalf of clients and operating stock trading terminals.▪ Advising clients with regard to their Investment in Equity & Derivative Market, Place orders on their behalf▪ Cross selling of investment products like Mutual funds, SIPs, Life Insurance, (as per client’s needs)▪ Revenue generation through brokerage.▪ Demat account opening, client acquisition, maintaining trade journal etc.