
Relationship Associate
2 days ago
JOB DESCRIPTION
Job Title: Relationship Associate / Equity Dealer
Role Description: To be responsible for identifying customer needs, assessing their risk appetite
and providing them investment options
Job Location : Delhi
Role Description:
1. 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
To conduct regular client meeting after market hours
New client acquisitionTo attain maximum reach of investment ideas/stock calls initiated
Regular interaction and meeting with branch sales team regarding new account acquisition
and about mapped clientsKeep abreast of the market news, financial trends and current affairs
Specific Role Responsibilities:
1. 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
Certification needed: NISM Series 8
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