Equity Dealer cum RM - Aditya Birla Money

Job description

Role & responsibilities - 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 new 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 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 - Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing. Share ur resume on **shivangi.maheshwary-v@adityabirlacapital.com**