Responsible for acquiring new client base especially Internet Trading accounts on both equity and derivatives markets.
• Cover full-range of products and services such as margin account, Securities Borrowing and Lending.
• Evaluate and determine marketing activities i.e. booth setting event, promotion campaign
• A speaker on weekly “Training Session” for clients on how-to walk-thru and trading tool features.
• Analyze market information and market situation for understanding consumer preferences and advise the best view to client.
• Monitoring and maintaining new and existing portfolio of clients. Reviewing and maintaining portfolio, including covenant compliance and quarterly updates.