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Actively hiring For Equity dealer For Aditya Birla Money

2-7 years

₹ 4 - 6L/yr

Vijayawada, Visakhapatnam

4 vacancies

Actively hiring For Equity dealer For Aditya Birla Money

Sun Life Financial

posted 5d ago

Job Role Insights

Key skills for the job

Job Description

Role & responsibilities


  • 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 with investment options
  • Responsible for new client acquisition
  • 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 a 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 attend post result con-calls, and analyst meets for improved client servicing.

Preferred candidate profile


Graduate/post graduate with 3 years experience\

should have good communication skills

should be self starter

NISM8 Mandatory


Contact HR : Santhosh - 9560385650




Employment Type: Full Time, Permanent

Read full job description

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