About the role
JOB ROLE
• Managing of 3000 to 5000 customers per dealer.
• To achieve healthy revenues without compromising on clients profitability.
• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
• Propose investment options based on customer needs by assessing their risk appetite.
• Support the client decision making with use of technology enabled tools
• Develop Knowledge of market news, financial trends and current affairs
• Analyse customer portfolio & give appropriate advice
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Assist in increasing depth in existing relationships