Customer Relationship Manager (Stock Trading)

Job Description

Title: Customer Relationship Manager (Stock Trading)

Company Name: A reputed private commercial bank

Vacancy: --

Location: Anywhere in Bangladesh

Experience:
∎ At least 3 years
∎ The applicants should have experience in the following business area(s):Banks

Published: 4 Mar 2025

Education:
∎ Bachelor/Honors
∎ Bachelor’s degree in any discipline from a UGC-approved university. Candidates with a 3rd division are not eligible.

Requirements:

Additional Requirements:
∎ Candidates must possess an active Authorized Representative registration certificate from BSEC.
∎ A minimum of 3 years of experience in a Capital Market Stock Brokerage company is required.
∎ Strong analytical skills to understand market dynamics are essential.
∎ Candidates must be able to cater to individual client needs while ensuring compliance and delivering quality service.
∎ Candidates must possess an active Authorized Representative registration certificate from BSEC.
∎ A minimum of 3 years of experience in a Capital Market Stock Brokerage company is required.
∎ Strong analytical skills to understand market dynamics are essential.
∎ Candidates must be able to cater to individual client needs while ensuring compliance and delivering quality service.

Responsibilities & Context:
∎ Trade Execution of clients
∎ Assist in account opening
∎ Response helpline number and ensure proper support
∎ Receive & response to the telephonic buy/sell order of our customer and ensure proper execution.
∎ Monitoring margin loan and give feedback to the monitoring committee.
∎ Ensure proper documentation and ensure all compliance issues.
∎ Introducing the potential clients and provide proper feedback.
∎ Creation of the new business scopes for the institution
∎ Act as Authorized Representative of the Company to expand the business in the locality and provide client service:
∎ Trade Execution of clients
∎ Assist in account opening
∎ Response helpline number and ensure proper support
∎ Receive & response to the telephonic buy/sell order of our customer and ensure proper execution.
∎ Monitoring margin loan and give feedback to the monitoring committee.
∎ Ensure proper documentation and ensure all compliance issues.
∎ Introducing the potential clients and provide proper feedback.
∎ Creation of the new business scopes for the institution

Workplace:
∎ Work at office

Employment Status: Full Time

Job Location: Anywhere in Bangladesh

Company Information:
∎ A reputed private commercial bank

Read Before Apply: Please apply only who are fulfilling all the requirements of this job

Application Deadline: 15 Mar 2025

Category: Bank/Non-Bank Fin. Institution