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

Requirement

• Bachelor’s degree in Business, Economics, Finance, or Accounting.
• Strong interest in the equity market.
• Holds a WPPE License.
• Experience in building customer loyalty.
• Excellent interpersonal skills.
•  Proven time management skills.
• Willing to be placed at any branch office (Sumatra, Sulawesi, Java, etc.)