Dealer I
Job Description
Job Role \xc2\xb7 To ensure active management of clients & achieve the target active AUM \xc2\xb7 To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options \xc2\xb7 To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio \xc2\xb7 To achieve healthy revenues without compromising on client profitability \xc2\xb7 To have clear focus on client mining \xc2\xb7 To conduct regular Client Meetings & update the same in the meeting tracker \xc2\xb7 To attain maximum reach of investment ideas/stock calls initiated \xc2\xb7 Keep abreast of the market news, financial trends and current affairs \xc2\xb7 To attend post result con-calls, analyst meets for improved client servicing.
Skills \xc2\xb7 Graduate / Post graduate with 1 to 4 yrs experience. \xc2\xb7 Should have good communication & presentation skills. \xc2\xb7 Should be a self-starter, proactive & target oriented. \xc2\xb7 Should possess strong communication skills. \xc2\xb7 NISM/NCFM VIII certificate is necessary.
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Job Detail
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Job IdJD3150517
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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 LocationNoida, Uttar Pradesh, India
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EducationNot mentioned
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ExperienceYear