Equity Dealer For Aditya Birla Money - Kolkata

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
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  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

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• Keep abreast of the market news, financial trends, and current affairs attend post result con-calls, and analyst meets for improved client servicing.

Preferred candidate profile
Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter.

Share your resume on shivangi.maheshwary-v@adityabirlacapital.com