Investment Dealer

Dealer I

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.