• To ensure active management of clients & achieve the target

• 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 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

• 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.

Requirements

Graduate / Post graduate with 2 - 4 yrs experience.

Should have good communication & presentation skills.

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

Should possess strong communication skills.

NISM/NCFM certification would be added advantage.

Salary best in industry.

📌 Business Development Executive (Bengaluru)
🏢 Important Group
📍 Bengaluru