HR Manager at Right Brain Recruitment
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NRI Dealer - BFSI (5-10 yrs)
Urgent opening for NRI Dealer at Financial services company
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.
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