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 client 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
- keep abreast of the market news, financial trends and current affairs
- to attend post result con-calls, analyst meets for improved client servicing.