About this role
Job 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 client 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 · Keep abreast of the market news, financial trends and current affairs · To attend post result con-calls, analyst meets for improved client servicing. Skills · Graduate / Post graduate with 1 to 4 yrs experience. · Should have good communication & presentation skills. · Should be a self-starter, proactive & target oriented. · Should possess strong communication skills. · NISM/NCFM VIII certificate is necessary.