PCG Dealer

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

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