Senior Manager - HR at Felico Placement
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Relationship Advisor - Sales - Investment/Trading Product (3-6 yrs)
- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
- Advising clients with regards to their Investment in Equity and Derivative market, Place order on their behalf
- To achieve healthy revenues without compromising on client's profitability
- To conduct regular client meeting after market hours
- New client acquisition
- To attain maximum reach of investment ideas/stock calls initiated
- Regular interaction and meeting with branch sales team regarding new account acquisition and about mapped clients
- Keep abreast of the market news, financial trends and current affairs
Specific Role Responsibilities:
1. Placing order on behalf of client
2. 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
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