Pcg Dealer

11 hours ago

Kolkata, India Kotak Securities Full time

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 clients 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, understanding of Annual reports
- To do new client acquisition, build new relationships and increasing depth in existing relationships
- To sell Third party products
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing

  • Mba Marketing

    3 weeks ago

    Salt Lake, Kolkata, West Bengal, India Eureka Stock & Share Broking Services Ltd. Full time

    Company - Eureka Stock & Share Broking Services Ltd. Designation - Corporate Relationship Qualification - MBA in Marketing Experience - 1 year **Job Description**: - Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment...