Dealing

KRM Global Placement Consultancy
  • Mumbai, Pune, Banka
  • 10-15 lakh
  • 2-5 years
  • 243 Views
  • 23 Apr 2015
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  • Actuarial

  • Financial Services/ Capital Markets
Job Description

". To ensure active management of clients & achieve the target active AUM
2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
4. To achieve healthy revenues without compromising on clients profitability
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Competencies/Skill sets for this job

Clients Market Customer Risk Appetite Investment Active Management

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