The Equity Advisor is primarily responsible for :- Acquiring Large Trader Clients with high margin- Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities- Ensuring efficient and prompt management of orders based on customer request- Generating leads Selling/advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds- Day to day coordination with RMS, Activation Team, Surveillance and various other departments for smooth functioning of branch.- Day to day approvals w.r.t to limits, commercials- Shifting offline customers to online. (ref:updazz.com)
