● Execute the orders on behalf of clients.
● Confirmation of trade done by EOD.
● Ensure the volume of trade is higher & clients trade frequently.
● Promoting research calls to increase volume & frequently.
● Daily processing & confirmation of trades.
● Punch orders for clients on NSE/ BSE terminals.
● Monitor client exposure limits.
● Solving queries of the customers.
● Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.
● Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc.)