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Relationship Associate

1.00 to 10.00 Years   Mumbai City, BangaloreBangalore, Delhi   07 Sep, 2026
Executive Search Consultant Hiring For Yes Securities Ltd
Job LocationMumbai City, BangaloreBangalore, Delhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSales / BDSecurities Trading
EmploymentTypeFull-time

Job Description

    Job Title - Relationship AssociateRole Description:
    • 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 revenues without compromising on clients 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:
    • Placing order on behalf of client
    • Advising clients with regards to their Investment in Equity
    • Client meeting, Branch visits
    • Help new client to activate their account
    • Activating Stop trader client
    • New account acquisition
    Skill Sets:
    • Education Qualifications - Graduate/ Post graduate
    • Education / Certification needed -NISM Series 8
    Interested and Eligible candidates can share their CVs to the Email IDEmail Address: hidden_email & Contact No.: hidden_mobile

Keyskills :
equity tradingequity sales

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