Description

Job Role

· 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 explicit 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 valuable communication & presentation skills.

· Should be a self-starter, proactive & target oriented.

· Should possess solid communication skills.

· NISM/NCFM VIII certificate is necessary.

📌 Alternate Dealing Kolkata Ap
🏢 Kotak Mahindra Bank
📍 Kolkata