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alternate dealer

1.00 to 5.00 Years   Chandigarh   27 May, 2024
Apex Services Hiring For ONE OF THE LEADING BROKING FIRM
Job LocationChandigarh
EducationNot Mentioned
SalaryRs 1.5 - 4.5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings From APEX SERVICES Department Alternate Channel Designation - Dealer Grade: E1/ E2 Years of Exp: 1 to 4 yrs Reporting to: M3/M4 Job Role
    • 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 client 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 Keep abreast of the market news, financial trends and current affairs.
    • To attend post result con-calls, analyst meets for improved client servicing.
    Requirements Graduate / Postgraduate with 1 to 4 yrs. experience. Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong communication skills. NISM/NCFM VIII certificate is mandator

Keyskills :
equity derivativesequity advisoryequity brokingalternate channelclient acquisitionterminal operationsbanca dealeralternate dealer

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