Posted:2 months ago|
Platform:
On-site
Full Time
Branch Dealing
ROLES & RESPONSIBILITIES:
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 client 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 Keep abreast of the market news, financial trends and current affairs To attend post result con-calls, analyst meets for improved client servicing.
Apex Services.
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