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Equity Dealer cum Relationship manager
ConfidentialDelhi17 days ago
Job descriptionTo ensure active management of clients & achieve the target active AUM To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options Responsible for new client acquisition 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 a 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 attend post result con-calls, and analyst meets for improved client servicing.
Preferred candidate profile
- Graduate / post graduate with 3 years experience.
- should have good communication skills.
- should be self-starter
- NISM 8 Mandat ory
Skills Required
Nism, Equity Dealer, Equity Trading, Equity Broking
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Relationship Manager • Delhi
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