Salary660,000 - 1,320,000 INR (PA)
Job TypeFull Time
Job Location Noida,Uttar Pradesh,India


equity dealer equity advisor terminal operator bolt operator online advisor stock market captial marketnism ncfm relationship manager Client Servicing trader
0 to 10 Years
Architecture / Interior Design
Functional Area
Banking / Insurance

J ob Role 

      • 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 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.


    • Graduate / Post graduate with 0 to 10 yrs. experience.
    • Should have good communication & presentation skills.
    • Should be a self-starter, proactive & target oriented.
    • Should possess strong communication skills.

Disha Career Services
Disha Career Services
Sector-63, Noida
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