Key Responsibilities Hiring for a leading finance company: activating clients' trading accounts and assisting new entrants in the equity market to understand market dynamics. cross-selling products such as insurance, mutual funds, PMS, SIPs, IPOs, etc., to existing customers. handling HNI clients. Coordinating with clients for their daily equity trades. Assisting customers in executing trades online and placing orders on their behalf. Achieving healthy revenues without compromising on clients' profitability. Confirming orders and trades to clients at the end of each day. Advising clients with necessary information regarding market conditions. Acquiring new clients through referrals from existing clients. Activating inactive clients through regular follow-ups. Regularly following up with clients and addressing their queries. Staying informed about micro and macroeconomic indicators, global and domestic financial markets, and their impact on stock movements. collecting margins and managing market-to-market losses.