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Equity Dealer For Aditya Birla Money -|| Delhi || Kanpur || Gurugram

2 - 7 years

3 - 7 Lacs

Posted:4 days ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

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

Share your resume on shivangi.maheshwary-v@adityabirlacapital.com

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