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84 Sun Life Financial Jobs
Hiring For Equity dealer/Trade Advisor/Equity For Aditya Birla Money
2-7 years
₹ 3L/yr - 7L/yr
Kanpur, Jaipur, Delhi/Ncr
10 vacancies
Hiring For Equity dealer/Trade Advisor/Equity For Aditya Birla Money
Sun Life Financial
posted 3+ weeks ago
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.
Preferred candidate profile
Graduate/postgraduate with 3 year's experience should have good communication skills should be self-starter.
Share your resume on shivangi.maheshwary-v@adityabirlacapital.com
Employment Type: Full Time, Permanent
Read full job description
What people at Sun Life Financial are saying
What Sun Life Financial employees are saying about work life
based on 673 employees
Flexible timing
Monday to Friday
No travel
Night Shift
Sun Life Financial Benefits
Submitted by Company
Learning Based Ecosystem High Performance Culture Caring and Inclusive Culture WELLNESS Day offs & additional Wellness allowance EMPLOYEE ASSISTANCE SUPPORT Programs for mental health and physical wellbeing VACCINATION SUPPORT Program where our employees and their dependents were vaccinated in office premises +2 more
Submitted by Employees
Free Food 
Work From Home 
Cafeteria 
Health Insurance 
Soft Skill Training 
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