Job Title - Relationship 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 revenues without compromising on client's profitability
- 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
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
- New account acquisition
Skill Sets:
- Education Qualifications - Graduate/ Post graduate
- Education / Certification needed - NISM Series 8
Interested and Eligible candidates can share their CVs to the Email ID
Email Address: consult.executivesearch@gmail.com & Contact No.: 7703945182
