- 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, understanding of Annual reports
- To do new client acquisition, build new relationships and increasing depth in existing relationships
- To sell Third party products
- Keep abreast of the market news, financial trends and current affairs
- To attend post result conceals, analyst meets for improved client servicing
Skills and Knowledge
1. Should have basic understanding on the equity business.
2. Self-driven with passion for financial markets
3. Should have valuable communication & presentation skills.