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 | Alternate Channel position is now open for candidates interested in the Bank Jobs sector. This role in Indore 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.
