Equity Advisor

Job Description

Greetings from APEX SERVICES Designation- DealerRole- Banca channel DealerCTC- upto-4.5 LPAROLES & RESPONSIBILITIES:1) To ensure active management of clients & achieve the target active AUM2) To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio4) To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio5) To have clear focus on client mining6) To conduct regular Client Meetings & update the same in the meeting trackerKindly reply with updated CV on apex.shachi@gmail.com if you are interested for the mentioned Job Role. you can call also on hidden_mobile

Keyskills :
equity advisoryshare marketequity marketequity sales