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 with investment options
Responsible for current client acquisition
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 a transparent 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 attend post result con-calls, and analyst meets for improved client servicing.
Preferred candidate profile
Graduate/post graduate with 3 years experience.
should have positive communication skills.
should be self-starter
NISM 8 Mandatory
📌 Equity Dealer Cum Relationship Manager Delhi
🏢 Sun Life
📍 Delhi
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