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Apex Services. Hiring For One of leading broking firms logo
Pcg Dealer Apex Services. Hiring For One of leading broking firms

4.0 - 9.0 years

0 - 0 Lacs

kolkata, jaipur, noida

On-site

Greetings from APEX SERVICES Designation- PCG DEALER Role-HNI Dealer CTC- upto-12 LPA + incentive + other benefit Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 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 clients profitability. 5. To have clear focus on client mining. 6. To conduct regular Client Meetings && update the same in the meeting tracke...

Posted 2 months ago

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