EKM Training Services. An Educational and Training Services Company

Modules

Module 17. Profile of a Good Servicing Dealer and Providing Good Service to Customers

  • Profile of a Good Servicing Dealer.
  • Licensing, Training and Registration with a Local Authority
  • Basic Roles and Responsibilities of the Dealer.
  • Understand Customers’ profile and needs
  • Market Preparation and Customer Service.
  • Timely News and market Information.
  • Leverage trading and Margin Requirements.
  • Understanding Daily Statements and handling Margin Calls