Role Description:

Relationship Associate - Dealer (Wealth Broking - Dealing)

To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

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 clients 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.

7. Job will be target oriented.

Specific Role Responsibilities:

1. Placing order on behalf of client

2. Advising clients with regards to their Investment in Equity

3. Client meeting, Branch visits

4. Help new client to activate their account

5. Activating Stop trader client

6. Recent account acquisition

7. MTF book

NISM Certificate : VIII & VII

📌 Relationship Associate (Kolkata)
🏢 YES SECURITIES
📍 Kolkata