emailglobaljob@gmail.com |
+91-800-6555559
Kanpur, Lucknow
Job Role
· To ensure active management of clients & achieve the target active AUM
· To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
· To achieve regular updates to the clients regarding the market changes and subsequent changes to the portfolio
· To achieve healthy revenues without compromising on client profitability
· To have clear focus on client mining
· To conduct regular client meetings and update the same in the meeting tracker
· To attain maximum reach of investment ideas/stock calls initiated
· Keep abreast of the market news, financial trends and current affairs
· To attend post result con-calls, analyst meets for improved client meeting.
Requirements
· Graduate / Post graduate with 1 to 4 years of experience
· Should have good communication & presentation skills.
· Should be a self-starter, proactive & target oriented.
· NISM/NCFM VIII certificate is necessary
Experience | 3 - 8 Years |
Salary | 2 Lac To 5 Lac P.A. |
Industry | Financial Services / Banking, Investments / Insurance / stock market / Loan |
Qualification | Other Bachelor Degree |
Key Skills | Stock Broking Finance Executive Stock Market Equity Sales Equity Dealer |
About Company
Contact Person | Megha |
Address | B-17, Ekta Nagar |
Mobile | 7456066667 |
Email ID | megha.grconsultancy@gmail.com |
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