About this role
• 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