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Relationship Associate

Relationship Associate

YES Securities

1 - 6 years

2 - 5 Lacs

Kolkata Chandigarh Bengaluru

Posted:17 hours ago| Platform:

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Skills Required

Dealing NISM Equity Advisory Equity Broking Equity Sales Client Relationship Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

JOB DESCRIPTION Job Title: Relationship Associate Role Description :To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options Job Location : Bengaluru, Kolkata , Chandigarh 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 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 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 Certification needed: NISM Series 8

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YES Securities

www.yessec.com

Financial Services

Mumbai

51-200 Employees

54 Jobs

Key People

Rakesh Jhunjhunwala

Chairman
Ravi Suryanarayan

CEO
Vivek Bajaj

Co-Founder & Director

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Relationship Associate

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Relationship Associate

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