Equity Sales

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.)