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01/07 Arup Kumar Roy
Managing Partner at Aspiris Global Solutions

Views:11 Applications:6 Rec. Actions:Recruiter Actions:0

Sales Role - BFSI (3-8 yrs)

Bangalore Job Code: 221281

Private Client Group Dealer


1. To ensure active management of clients & achieve the target active AUM

2. 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 portfolio

4. To achieve healthy revenues without compromising on clients profitability

5. To have clear focus on client mining

6. To conduct regular Client Meetings & update the same in the meeting tracker

7. To attain maximum reach of investment ideas/stock calls initiated

8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships

9. Keep abreast of the market news, financial trends and current affairs

10. To attend post result concalls, analyst meets for improved client servicing

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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