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Bank Channel Dealing

2.00 to 4.00 Years   Delhi   24 Oct, 2019
Alpha One Management Services
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Dear Candidate,Greetings for the day!We are hiring forBank Channel DealingRoles and 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 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
  • 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.
  • Should NISM/NCFM certificate necessary.
RegardsTeam HR

Keyskills :
sales marketing crm lientacquisition keyaccountdevelopment businessdevelopment bankchanneldealing

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