Relationship Officer

Description:

# 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 & 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