About The Role

To be responsible for dealing coordinators clients · To be responsible for sourcing new accounts through coordinators · 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/coordinators 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

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Franchisee - Neo Dealer Franchisee - east