Equity Dealer

Job Description

- 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
  • Experience

    2 - 5 Years

  • No. of Openings

    15

  • Education

    Any Bachelor Degree

  • Role

    Equity Dealer

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About American Academy of Financial Management

The American Academy of Financial Management (AAFM) now renamed as Global Academy of Finance & Management (GAFM) Globally, headquartered in Colarado Springs USA is a worldwide Board of Standards and Financial Professional Organization, offering exclusive certified designations, charters, and masters certification to candidates who meet the AAFM USA high standards.
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