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.