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