Relationship Associate

Yesinvest; Mumbai; On-site; INR 500,000 - 900,000; Full time

Job summary

Darwinbox Digital Solutions Pvt. Ltd. seeks an investment advisor to identify customer needs, assess risk appetite, and provide suitable investment options in equity and derivatives.

The role includes placing orders on behalf of clients and driving revenue while protecting profitability. Responsibilities include conducting after-market meetings, acquiring new clients, activating accounts, and coordinating with branch sales teams to map client needs and opportunities.

Qualifications

• Advising clients on equity and derivatives investments.
• Ability to assess client risk appetite and tailor options.
• Strong client relationship management and follow-up.

Responsibilities

• Place orders on behalf of clients.
• Advise clients on equity investments and derivatives.
• Help new clients activate their accounts.
• Engage in regular after-hours client meetings and branch collaborations.

Job 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 inEquity and Derivative market, Place order on their behalf
• 2. To achieve healthy revenues without compromising onclient’s profitability
• 3. To conduct regular client meeting after market hours
• New client acquisition
• 4. To attain maximum reach of investment ideas/stockcalls initiated
• 5. Regular interaction and meeting with branch sales teamregarding new account acquisition and about mapped clients
• 6. Keep abreast of the market news, financial trends andcurrent affairs

Specific Role Responsibilities:

• 1. Placing order on behalf of client
• 2. Advising clients with regards to their Investment inEquity
• 4. Help new client to activate their account