01Overview
Job Title Relationship
Equity Dealer Cum RM
Equity Advisor
Location : Andheri
Contact Person : Divya - people8qc@gmail.com
Wassup Connect 9137265848
CTC : Offered - 6 lkhs
Associate Role Description: To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf
To achieve healthy revenues without compromising on clients profitability 3. To conduct regular client meeting after market hours.
New client acquisition
To attain maximum reach of investment ideas/stock calls initiated
Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients
Keep abreast of the market news, financial trends, and current affairs. 8. Job will be target oriented.
Specific Role Responsibilities
Placing order on behalf of client
Advising clients with regards to their Investment in Equity
Client meeting, Branch visits
Help new client to activate their account
Activating Stop trader client .