Equity Dealer

- 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.