Onboarding - Assistant Manager

Job Description:

• End to End guidance for first trade activation of new Demat Ac.
• To achieve healthy revenues without compromising on clients profitability.
• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
• Propose investment options based on customer needs by assessing their risk appetite.
• Support the client decision making with use of technology enabled tools
• Develop Knowledge of market news, financial trends and current affairs
• Analyze customer portfolio & give appropriate advice
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Assist in increasing depth in existing relationships

Interested candidates can share their resumes on

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