Equity Relationship Executive Jobs in Mumbai - Sharekhan Franchise
Equity Relationship Executive
Job Description
Responsible to generate brokerage primarily through advising clients on their equity portfolio.
Accurate & timely execution of orders on terminal (Sauda Punching on Terminal).
Ensure all the activities are in adherence as per the compliance and risk policy.
Confirmations of trade done by EOD.
Track client’s positions and make regular calls as per their profile & preferences
Monitor client exposure limits.
Visiting clients regularly and maintain a long term relationship with clients.
Client Acquisition for new business.
Handle clients and service them effectively.
Manage Portfolio of Clients.