JOB DESCRIPTION

 Job Title: Relationship Associate

 Company: Yes securities
 Location: Lower Parel
 Salary: 7 LPA for 2-4 years of experience
10 LPA for above 4 years of experience
Role Description:
To be responsible for identifying customer needs, assessing their risk appetite and providing
them investment options

Role Description:
1. Advising clients with regards to their Investment in Equity and Derivative market, Place order
on their behalf
2. To achieve healthy revenues without compromising on client’s profitability
3. To conduct regular client meeting after market hours New client acquisition
4. To attain maximum reach of investment ideas/stock calls initiated

5. Regular interaction and meeting with branch sales team regarding new account acquisition
and about mapped clients

6. 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