NRI DEALER

Key responsibilities & accountabilities

• Ensure active management of clients & achieve the target active AUM
• Identifying customer needs, assessing risk appetite & providing them investment options,
• Updates to the clients regarding the market changes & subsequent changes to the portfolio,
• Achieve revenues without compromising on clients profitability,
• Clear focus on client mining, Client Meetings & update meeting tracker,
• Attain max reach of investment ideas/stock calls initiated, understanding Annual reports,
• New client acquisition, build new relationships & increasing depth in existing relationships
• Sell Third party products,
• Keep abreast of the market news.

Skills and Knowledge 

• Strong understanding on the equity business,
• Prior experience with HNI and Corporate clients is mandatory,
• Self-driven with passion for financial markets,
• Should have good communication & presentation skills