Recruitment Associate at Taggd
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Franchisee Dealer - Sales - BFSI (2-4 yrs)
Franchisee Dealer
- To be responsible for dealing coordinators clients
- To be responsible for sourcing new accounts through coordinators
- 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 clients profitability
- To have clear focus on client mining
- To conduct regular Client/coordinators Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated
- To assist in new client acquisition, building new relationships and increasing depth in existing relationships
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concals, analyst meets for improved client servicing
Requirement :
- Graduate / Post graduate with minimum 1 yr exp in Equities on the client advisory side
- Should have sound understanding of capital markets,
- Should be a result-oriented, self- starter, proactive, good communication skills.
- Should possess strong networking & relationship building skills.
- Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives
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