Relationship Associate

4 days ago


Delhi NCR New Delhi, India YES Securities Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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

  1. To achieve healthy revenues without compromising on clients profitability

  2. To conduct regular client meeting after market hours

    New client acquisition

  3. To attain maximum reach of investment ideas/stock calls initiated

  4. Regular interaction and meeting with branch sales team regarding new account acquisition

    and about mapped clients

  5. Keep abreast of the market news, financial trends and current affairs

Specific Role Responsibilities:

1. Placing order on behalf of client

  1. Advising clients with regards to their Investment in Equity

  2. Client meeting, Branch visits

  3. Help new client to activate their account

  4. Activating Stop trader client

  5. New account acquisition

Skill Sets:

Education Qualifications: Graduate/ Post graduate

Certification needed: NISM Series 8



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