Branch Associate / Sales Executive (Investment/Trading)

About this role

Responsibilities : Welcome and attend to walk-in customers, assist them with the onboarding process investment platform Provide basic guidance on products and platform features. Assist with documentation, compliance checks, and backend onboarding processes Handle basic client inquiries and escalate

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• Banking and Finance
• Written and Verbal Communication Abilities
• Certifications
• Brokerage
• Detail Oriented

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