Equity Dealer

Role & responsibilities

• 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 client 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
• Keep abreast of the market news, financial trends and current affairs
• To attend post result con-calls, analyst meets for improved client servicing.

Skills

• Graduate / Post graduate with 1 to 4 yrs experience.
• Should have good communication & presentation skills.
• Should be a self-starter, proactive & target oriented.
• Should possess strong communication skills.
• NISM/NCFM VIII certificate is necessary.

NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview