Asst Manager HR at Way2Wealth Brokers Pvt. Ltd.
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Way2Wealth - Equity & Commodity Dealers (1-9 yrs)
- To Acquire and build relationship with HNI's customers & to handle and review their investment portfolios
- To accurately & timely trade execution on trading terminals
- To co-ordinate with the clients for timely settlement of funds, stock delivery and margin calls
- To generate business by giving a high Turnover-Volume to the company
- To recommend HNI's on various strategies to be adopted on a daily basis in the Derivative/Cash segment
- To handle a part of risk-management of the client as well as the company by updating them about their mark-to-market positions, their net-worth, gross exposure and informing them about the payment of necessary margin requirements as per the fluctuating stock market movements
- To gauge the disposable income of the customers, make them actively participate in market by advising on In-house calls
- To advice, broker, sell trading products viz: Primary Market Offering, Currency, Forex, Derivatives Commodities etc (with achievement targets)
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