Equity Asset Professional

21 hours ago


Kanpur Jaipur, India beBeeInvestor Full time ₹ 15,00,000 - ₹ 25,00,000
Job Opportunity

The role of Equity Dealer cum Relationship Manager is a pivotal one, requiring the incumbent to effectively manage clients and achieve target Active Assets Under Management (AUM). This involves identifying customer needs, assessing their risk appetite, and providing them with suitable investment options.

Key responsibilities include:

  • Active management of clients and achievement of target active AUM.
  • Identifying customer needs, assessing their risk appetite, and providing them with investment options.
  • Responsible for acquiring new clients.
  • Providing regular updates to clients regarding market changes and subsequent portfolio adjustments.
  • Achieving healthy revenues without compromising client profitability.
  • Focus on expanding client reach and maximizing investment ideas/initiated stock calls.
  • Staying up-to-date with market news, financial trends, and current affairs through post-result conference calls and analyst meetings for improved client service.

For success in this role, candidates should possess a graduate or postgraduate degree and at least 3 years of experience. Strong communication skills, self-motivation, and a background in NISM 8 Mandatory are essential qualifications.



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