PGC Dealer (4-6 Years)

Bm consultant

JD: 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

To Be Able to Handle HNi clients.

Nism 8 mandatory

• Experience4 - 6 Years
• No. of Openings5
• EducationProfessional Degree, B.A, B.C.A, B.B.A, B.Com
• RolePGC Dealer
• Industry TypeBanking / Financial Services / Stock Broking
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Office