• Acquiring Large Trader Clients with high margin
• Execution of transactions in Equities (Cash and Derivatives) Currency and 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.

The major challenges for this profile include:

• Acquiring Larger Trader Clients amidst competitive markets
• Managing accurate order executions in volatile market conditions
• Changes in regulation is one of the biggest challenges with the regulator going strict on funding, margins etc
• Encouraging them to transact and activating clients
• Encouraging the clients to transact to buy other ABC products.
• Changing the mindset of the Offline trader clients to adopt ONLINE platforms and then start transacting seamlessly.

The critical skill sets required to meet these challenges are strong understanding of equity markets, basic

understanding of options and derivatives, meticulousness, pro-activeness, ability to work under pressure

and superior communication skills. Comfort with OMNESYS, ODIN, NEAT, BOLT is highly preferable.

• NISM VIII Series certification in Capital Markets / Derivatives is mandatory as per Exchange regulations.