JOB DESCRIPTION

ROLE:

ASSOCIATE ANALYST

EDUCATION:

DEGREE

EXPERIENCE:

3- 4 YEARS OF EXPERIENCE

SKILLS:

Good Communication skills

Handling the queries

Knowledge in the stock market

Handling the team

Multitasking

ROLES AND RESPONSIBILITY:

Calling the Clients and convincing them for account opening. Handling the clients for placing the order and checking their requirement. Checking of accounting and stage of the clients.

Resolving the issues/clarifications for the clients, Informing about the new offers of the month. Client satisfaction and reviewing of the work on the monthly basis.

Understanding the Markets, Technical and Fundamental Stock Market reports and advising the same to HNI/UHNI clients mapped to the desk or the respective advisor.

Generate direct brokerage revenues by advising various trading and stock ideas, based on the market pulse to the clients.

Regular meetings with Active clients, converting the dormant clients into active.

Cross sell of Thirdparty focused products as suggested by the Angel one (includes MF. PMS, Structure Products and others)

The person should be able to acquire HNI/UHNI Clients with reference from existing clients and other market references.