POSITION : RELATIONSHIP OFFICER
ROLE:
Attending morning meeting to discuss strategy for the day
Develop and maintain a long term relationship with clients
Focus on generating new business
Generate brokerage through advising clients on their equity portfolio.
Need to be constantly updated with the market knowledge
Ensure all the activities are in adherence as per the compliance and risk policy
Keeping the clients updated on their orders, Track clients positions and make regular calls as per their profile & preferences
Communicate research calls (Technical & Fundamental) to the clients
Periodical meeting with the Client
To be accurate while taking and placing orders
Experience : 0 - 3 Years
No. of Openings : 20
Education : Diploma, Any Bachelor Degree
Role : Customer Relationship Officer
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India