· 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.
· 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|
|Address||B-17, Ekta Nagar|