Equity Dealer cum Relationship Manager For Aditya Birla Money

2 weeks ago

Delhi Gurugram NCR Noida, India Sun Life Full time US$ 6,00,000 - US$ 12,00,000 per year

Role & 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 with investment options
  • Responsible for new client acquisition
  • 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 a 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 attend post result con-calls, and analyst meets for improved client servicing.

Preferred candidate profile

under graduate Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter.

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