Alternate Channel*kmbl*n.a. Dealer I
Job Description
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 provide 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 & 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 servicing.
Skills Graduate / Post graduate with 1 to 4 yrs experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong communication skills. NISM/NCFM VIII certificate is necessary.
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Job Detail
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Job IdJD2918333
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSurat, Gujarat, India
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EducationNot mentioned
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ExperienceYear