Posted By

Bhavika jain

counselor at DSP Eminence

Last Login: 03 October 2024

Job Views:  
378
Applications:  132
Recruiter Actions:  14

Job Code

1439463

Equity Dealer

1 - 15 Years.Mumbai/Navi Mumbai/Ahmedabad/Surat/Bangalore/Gujarat
Posted 3 months ago
Posted 3 months ago

- 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 clients 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, understanding of Annual reports

- To assist in new client acquisition, building new relationships and increasing depth in existing relationships

- Keep abreast of the market news, financial trends and current affairs

- To attend post result concalls, analyst meets for improved client servicing.

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Posted By

Bhavika jain

counselor at DSP Eminence

Last Login: 03 October 2024

Job Views:  
378
Applications:  132
Recruiter Actions:  14

Job Code

1439463

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