Portfolio Client Group Team Leader

PCG - Team leader

• 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