Job description
Greeting from LMC
Designation - Deputy Manager, Manager and Sr. Manager.
Role Type - Individual Contributor
Eligibility
Minimum of 2 years of experience as a Equity Dealer/trader in a broking firm.
Certified in NISM/NCFM VIII certificate is Mandatory.
Must have a sound understanding/knowledge of capital markets.
Responsibilities
Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
Attain maximum reach of investment ideas/stock calls initiated
Achieve healthy revenues without compromising on clients profitability
Ensure active management of clients & achieve the target active AUM
Have clear focus on client mining
Assist in new client acquisition, building new relationships and increasing depth in existing relationships
Conduct regular Client Meetings & update the same in the meeting tracker
Keep abreast of the market news, financial trends and current affairs