Dear Candidate,
Greetings From APEX SERVICES
Designation - Equity Dealer/Deputy Manager or Assistant manager
CTC- UPTO 5.00 LPA+INCENTIVE
Job Role
1. To ensure active management of clients & achieve the target active AUM
2.To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
3.To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
4.To achieve healthy revenues without compromising on client profitability
5.To have clear focus on client mining
6.To conduct regular Client Meetings & update the same in the meeting tracker
7.To attain maximum reach of investment ideas/stock calls initiated
8.Keep abreast of the market news, financial trends and current affairs
9.To attend post result con-calls, analyst meets for improved client servicing
Requirements
1.Graduate / Postgraduate with 1 to 4 yrs. experience.
2.Should have good communication & presentation skills.
3. Should be a self-starter, proactive & target oriented.
4.Should possess strong communication skills.
5.NISM/NCFM VIII certificate is mandatory
Kindly reply with an updated CV on hidden_email if you are interested in the mentioned Job Role, you can also call on hidden_mobile.
Keyskills: client acquisition revenue generation equity dealer