NRI Dealer - BFSI

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.