Relationship Associate

9 hours ago


Mumbai Maharashtra, India A2Tech Consultants Full time

**JOB DESCRIPTION**

**COMPANY: YES SECURITIES**

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, Branch visits

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 NISM Series 8 needed

**Salary**: ₹400,000.00 - ₹600,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

Application Question(s):

- MAX AGE CRITERIA 35

**Experience**:

- equity dealer: 2 years (required)
- cross Sales: 2 years (required)

License/Certification:

- NISM 8 (required)

Work Location: Remote



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