Job description Dear Candidate, Greetings From APEX SERVICES Department-Alternate Channel Designation - Dealer Grade: E1/ E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 CTC- UPTO 4.5 LPA+INCENTIVE Job Role 1. To ensure active management of clients & achieve the target active AUM 2.To be 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 the 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 & 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 9.To attend post result con-calls, analyst meets for improved client servicing Requirements 1.Graduate / Postgraduate with 1 to 4 yrs. experience. 2.Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4.Should possess strong communication skills. 5.NISM/NCFM VIII certificate is mandatory Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.
Job description Dear Candidate, Greetings From APEX SERVICES Designation - Equity Dealer/Deputy Manager or Assistant manager CTC- UPTO 5.00 LPA+INCENTIVE Job Role 1. To ensure active management of clients & achieve the target active AUM 2.To be 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 the 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 & 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 9.To attend post result con-calls, analyst meets for improved client servicing Requirements 1.Graduate / Postgraduate with 1 to 4 yrs. experience. 2.Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4.Should possess strong communication skills. 5.NISM/NCFM VIII certificate is mandatory Kindly reply with an updated CV on apex.sandhyapatel@gmail.com if you are interested in the mentioned Job Role, you can also call on 8429944115.