Alternate Channel - Neo Dealer I Alternate Channel - South

·        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 investment options

·        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 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

·        To attend post result con-calls, analyst meets for improved client servicing.