E-Business

หน้าที่ความรับผิดชอบ

1. Client Communication & Support

• Handling inbound and outbound calls, including welcome calls for new clients.
• Providing investment advice and executing buy/sell orders in TFEX.
• Assisting clients with credit line adjustments and margin calls (Call/Force).
• Following up on outstanding debts and ensuring timely resolution.

2. Sales Expansion & Cross-Selling

• Cross-selling additional financial products such as Thai equities, global equities, and mutual funds.
• Contacting leads provided by other teams to pursue cross-selling and upselling opportunities.

3. Training & Engagement

• Participating in webinars and company-hosted events related to TFEX to enhance client engagement and product knowledge.

คุณสมบัติ

• Bachelor’s or Master’s degree in Finance, Investment, Economics, Business Administration, or a related field.
• Professional certifications such as Securities licenses
• 1–5 years of experience in investment consulting, wealth management, or brokerage services.
• Strong understanding of equity markets, trading strategies, portfolio management, and risk assessment.
• Ability to interpret financial reports, analyze market trends, and provide actionable investment recommendations.
• Excellent interpersonal skills to build trust and maintain long-term client relationships.
• Ability to explain complex financial concepts in a clear and persuasive manner.
• Familiarity with financial regulations and industry best practices to ensure ethical and compliant investment advice.
• Experience with trading platforms, investment tools, and financial software.

สนใจติดต่อ [email protected]