Alternate Dealer

Job Description

Dear Candidate,Greetings From APEX SERVICES Designation- Assistant manager/Deputy managerRole- Alternate Dealer/ Pure DealerCTC- upto-4.5 LPA incentive Other benefitRoles & Responsibilities:-1) To ensure active mgt of clients & achieve the target active AUM2)To be responsible for identifying customer needs,assessing thei risk appetite and providing them investment options3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio4) To achieve healthy revenues without compromising on client profitability5) To have clear focus on client mining6) To conduct regular Client Meetings & update the same in the meeting tracker7).To attain maximum reach of investment ideas/stock calls initiated8)Keep a breast of the market news, financial trends and current affairs9)To attend post result con-calls, analyst meets for improved client servicing9) NISM 8 (Equity and derivative certificate) and grduation is mandatoryKindly reply with an updated CV atapex.samidha@gmail.comif you are interested in thementioned Job Role, you cancallalso onhidden_mobile.

Keyskills :
securitiesstock marketdmatdematshare marketbrokingequity advisormutual fundrelationship manager