Dealer

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 investment options

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 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

To attend post result con-calls, analysts meet for improved client servicing