Equity Sales
RHB · DKI Jakarta
Sekilas tentang pekerjaan ini
Equity Sales di RHB bertugas melayani klien retail saham dan mengembangkan hubungan dengan mereka, termasuk memberikan rekomendasi transaksi berdasarkan riset. Posisi ini berlokasi di DKI Jakarta.
Tugas utama
- Menjaga hubungan dengan klien retail dan memahami kebutuhan serta preferensi transaksi mereka.
- Menyampaikan berita pasar dan rekomendasi transaksi berdasarkan riset Research Department.
- Mencari klien retail baru dan membantu proses registrasi.
- Menerapkan prinsip Know Your Customer serta mengurus pembukaan rekening efek.
- Berkoordinasi dengan Sales Dealer dan admin cabang, serta menangani persoalan transaksi klien.
Kualifikasi utama
- Terus memperbarui lisensi WPPE.
Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs RHB.
Deskripsi pekerjaan
- 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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