Job Description:Key responsibilities and accountabilities1. To ensure active management of clients & achieve the target active AUM2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio4. To achieve healthy revenues without compromising on clients profitability5. To have clear focus on client mining6. To conduct regular Client Meetings & update the same in the meeting tracker7. To attain maximum reach of investment ideas/stock calls initiated8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships9. Keep abreast of the market news, financial trends and current affairs10. To attend post result concals, analyst meets for improved client servicingJS for PCG Sales TraderSkills & Knowledge1. Graduate / Post graduate with 3 to 8 years of experience2. MBA in finance (preferred)3. Proficiency in economics, accounting, financial statements and/or statistics4. Familiarity with financial risk management strategies5. Should have good communication & presentation skills.6. Should be a self-starter, proactive & target oriented.7. Should possess strong networking & relationship building skills
