3 - 6 years
0 Lacs
Posted:18 hours ago|
Platform:
On-site
Full Time
1) To ensure active management of clients and achieve the target active AUM.
2) Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
3) To provide regular updates to the clients regarding the market changes and subsequent changes to portfolio.
4) To achieve healthy revenues without compromising on client profitability.
5) To have clear focus on client mining.
6) To conduct regular Client Meetings and update the same in the meeting tracker.
7) To attain maximum reach of investment ideas/stock calls initiated.
8) Keep abreast of the market news, financial trends and current affairs.
Apex Services. Hiring For One of the leading broking fim
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