Relationship Officer

BFSI, Investments & Trading 6 months ago
Employment Information

Job description

•    Attending morning meeting to discuss strategy for the day
•    Develop and maintain a long term relationship with clientsFocus on generating new business
•    Generate brokerage through advising clients on their equity portfolio
•    Need to be constantly updated with the market knowledgeEnsure all the activities are in adherence as per the compliance and risk policyPeriodical meeting with the Client

Desired Candidate Profile:
•    The candidate should have a minimum degree/ diploma
•    Thorough understanding of Stock market
•    Good interpersonal, relationship management, customer service, and rapport building skills
•    Ability to effectively understand & communicate the product
•    The candidate should have ability to handle sales call independently

 

Skills
Investment Strategies Portfolio Management Technical Analysis Fundamental Analysis Economic Understanding Asset Management Corporate Finance
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