Equity Advisor

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.