About this role
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