Equity Sales

2.8

Job Type   /   Job Level

Full-time   /   Others/Any

Company Location

Indonesia

Key Individual Accountabilities

Staying up to date to market news and development.
Build and maintain strong relationship with retail equity clients by:
Understand clients needs
Understand clients trading preferences.
Inform clients with all relevant market news and development and its implication on trading recommendation.
Provide clients with trading recommendation based on the research by Research Department.
Communicate clients transaction order to Sales Dealer needs
Call and visit clients to build excellent rapport and serve clients relevant needs
Continuously renew the WPPE license
Approach potential clients and establish excellent rapport to make new retail clients for the company.
Assist new retail clients through the registration process.
Applying Know Your Customer Principles as referred to in OJK Regulations
Make a contract to open regular Security accounts with clients
Make a contract to open a financing Securities account with a customer for customer who receive financing facilities
Working closely with sales dealer and admin branch
Dealing with retail clients.
Responsible upon trading errors and unresolved debts
Responsible for clients transaction upon regulatory related questionings

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