PCG Dealer

Open 58d

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, understanding of Annual reports
To do new client acquisition, build new relationships and increasing depth in existing relationships
To sell Third party products
Keep abreast of the market news, financial trends and current affairs
To attend post result concalls, analyst meets for improved client servicing

See also