1 - 5 Years
• 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 provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• To achieve healthy revenues without compromising on clients profitability
• To have clear focus on client mining
• To conduct regular Client Meetings & update the same in the meeting tracker
• To attain maximum reach of investment ideas/stock calls initiated
• To assist in new client acquisition, building new relationships and increasing depth in existing relationships
• Keep abreast of the market news, financial trends and current affairs
• To attend post result concals, analyst meets for improved client servicing.
• Graduate / Post graduate with 2 – 4 yrs experience.
• Should have good communication & presentation skills.
• Should be a self-starter, proactive & target oriented.
• Should possess strong communication skills.
• Should NISM/NCFM certificate necessary.
|Salary||2 Lac To 3 Lac P.A.|
|Industry||Banking / Investments / Stock Market / Financial Services|
|Work Experience||1 - 5 Years|
|Qualification||Professional Degree, Other Bachelor Degree, B.C.A, B.B.A, B.Com, B.Sc, Other Master Degree, Post Graduate Diploma, M.A, M.B.A/PGDM|
Leading Bank Groug
|About Company||Bank Channel Dealer - Assistant/Deputy Manager|
|Contact Person||Gaurav Pratap Singh|