- 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
- 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 concals, analyst meets for improved client servicing
JS for PCG Sales Trader
Skills & Knowledge
- Graduate / Post graduate with 3 to 8 years of experience
- MBA in finance (preferred)
- Proficiency in economics, accounting, financial statements and/or statistics
- Familiarity with financial risk management strategies
- Should have good communication & presentation skills.
- Should be a self-starter, proactive & target oriented.
- Should possess solid networking & relationship building skills