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DSP Eminence Consulting - Equity Dealer (1-30 Yrs) Mumbai/Ahmedabad/Bangalore/Gujarat (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
- 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 assist in new client acquisition, building new relationships and increasing depth in existing relationships - Keep abreast of the market news, financial trends and current affairs - To attend post result on calls, analyst meets for improved client servicing (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
CLIENT OF DSP EMINENCE
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