Recruitment Consultant at DSP Eminence Consulting Services
Views:14 Applications:5 Rec. Actions:Recruiter Actions:0
PCG Advisor/Dealer - Sales - Bank (3-10 yrs)
- Handling the PCG/HNI/UHNI clients.
- Managing their portfolio, giving information regarding
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing current market trends to existing customer as well as new customer. Also working with other financial products.
- To ensure active management of clients & achieve the target active AUM
- To conduct regular Client Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports
