1 - 6 years
0 Lacs
Posted:3 months ago|
Platform:
On-site
Full Time
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 portfolio4) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio5) To have clear focus on client mining6) To conduct regular Client Meetings & update the same in the meeting tracker
Apex Services. Hiring For One of the leading broking firm
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