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Equity Dealer

Equity Dealer

ConfidentialJaipur, Kanpur, Delhi
30+ days ago
Job description
  • 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 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.

    • Skills Required

    Nism, Equity Dealer, Equity Trading, Equity Broking

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    Equity Dealer • Jaipur, Kanpur, Delhi

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