Job Description
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.
·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.
💡 Quick Summary
Seeking a career-building opportunity? The Dealer 1 position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata, offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
