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
• Recent 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:
[email protected] Contact No.: (phone hidden)
This job is provided by Shine.com
📌 Relationship Associate (Mumbai)
🏢 Executive Search
📍 Mumbai