ABML hiring For Equity Dealer/Equity Advisor

Aditya Birla Capital Ltd.; Mangaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Aditya Birla Capital Ltd. in India seeks an investment advisor focused on active client management and growth of AUM. You will identify client needs, assess risk, present investment options, and acquire new clients, delivering market updates and portfolio adjustments.

You will conduct regular client meetings, maintain trackers, and strive for profitable outcomes while expanding reach of investment ideas and stock calls.

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.

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.