Equity Dealer For Aditya Birla Money - Kolkata

Department Icon Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 9 months ago
2-7 years
Kolkata
work from office

Posted: 9 months ago
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Applicants: 97+
Job Description
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Job Description

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
  • 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
  • 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


Skills

Equity AdvisoryBrokingDealingCurrencyAdvisoryEquity

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Important dates & deadlines?

Application Deadline

26 Dec 25, 05:31 PM IST

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Equity Dealer For Aditya Birla Money - Kolkata

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