Job Description

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

Desired Candidate Profile

Please refer to the Job Description above

Key Skills

Key Skills

. equity advisor, terminal operator, bolt operator, online advisor, stock market, captial market, relationship manager, HNI dealer, Broking dealer, securities dealer, Stock Broking, equity dealing, derivatives dealing, dealer

Qualification

. Any Post Graduate

Additional Qualification

. equity advisor, terminal operator, bolt operator, online advisor, stock market, captial market, relationship manager, HNI dealer, Broking dealer, securities dealer, Stock Broking, equity dealing, derivatives dealing, dealer

Industry

. Banking/Financial/Insurance Services

Functional Area

. Banking/Insurance

Job Role

. Corporate Advisor

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