About the role
JOB DESCRIPTION
Job Details:
Job Title
Relationship Associate
Role Description:
To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
Role Description:
1. Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf
2. To achieve healthy revenues without compromising on client’s profitability
3. To conduct regular client meeting after market hours
New client acquisition
4. To attain maximum reach of investment ideas/stock calls initiated
5. Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients
6. Keep abreast of the market news, financial trends and current affairs
Specific Role Responsibilities:
1. Placing order on behalf of client
2. Advising clients with regards to their Investment in Equity
3. Client meeting
4. Help new client to activate their account
5. Activating Stop trader client
6. New account acquisition
Skill Sets:
Education Qualifications
Graduate/ Post graduate
Education / Certification needed
NISM Series 7 & 5 A & 25 A & 8