Equity Advisor
- Talent Leads
- 1 Positions
- Bengaluru
- 6 days ago
- Email to a friend
- Report this job
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.
Employement Category:
Employement Type: Full timeIndustry: BrokingRole Category: Securities TradingFunctional Area: Not SpecifiedRole/Responsibilies: Equity AdvisorContact Details:
Company: Talent LeadsLocation(s): Bengaluru
Keyskills: sales brokerage generation lead generation client meeting client acquisition
Similar positions
Talent Leads
Company ProfileTalent Leads HR Solutions Pvt LtdTalent Leads HR Solutions (P) Ltd. is an Executive search & Recruitment firm managed by a team of professionals. We conduct searches for top, senior and middle level professionals for startups and large organizations across multiple industries throug...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in