Equity Dealer - Client Portfolio and Investment Management

Franchisee*Franchisee*N.A.-Dealer

Department: Alternate Channel

Designation: Equity Dealer

Grade: E1/E2- AM/ DM

Years of Exp: 1 to 4 yrs

Location: Mumbai

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.