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
At MSE Financial Services Ltd. (MSE FSL), our objective is to meet financial goals of each and every individual client coming into our fold. During our two decade long existence, our company has earned a great admiration from the investing community and remains a house hold name for trust and confidence. MSE FSL does not make any distinction between clients in terms of ones wealth , as the company firmly believes in the good old philosophy that - a small investor of today would ultimately grow up to become a large investor of tomorrow as his investments multiply over a period of time. MSEFSL extends all necessary support to its investing clientele to grow wealth. As such, every investor would experience a great feeling of care and concern when he/she is associated with the brand MSE FSL.
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