Ambit Capital - Senior Manager/AVP - Advisor - Private Client Group

Company Name: Ambit Capital Pvt. Ltd

Designation : Senior Manager / AVP - PCG Advisor

Business: Private Wealth

Department : PCG

Location: Bengaluru

Employment Type: Full Time

Education Qualification Required (Please mention in detail); Graduate preferably with MBA / CA / CFA

Additional Certifications :

Should have passed NISM Equity and derivative module

Current Incumbent - None

Grade: 5 / 4

Department PCG

Expected - Relevant Years of Experience: 6 years plus

Reports to: Vice President

Employment Type: Full Time

Manages Others: No

Education Qualification Required (Please mention in detail)

Graduate preferably with MBA / CA / CFA

Compensation Range:

Additional Certifications :

Should have passed NISM Equity and derivative module

Key Skills Required :

- Ability to move business and source new business both in equity and wealth products.

- Core expertise in Equity Trading business & understanding of other financial products

- Ability to scan the business and its environment and apply to the area of delivery

- Innovative mindset - ability to conceptualize and execute customized products and solutions for clients

- Be willing to seize initiatives and opportunities

- Possess mature negotiation and commercial skills

- Ability to analyze and conceptualize

- Organized, self-starter & passionate

- Excellent written and verbal communication in the English language.

- Strong presentation & communication skills.

Behavioral :

Integrity, Networking Ability - Team Player, Ability to work under time pressure and adhere to deadlines.

Technical (Software / IT related) :

Strong in Excel, word and power point. Knowledge of operating Omnesys terminal will be given preference.

Key Role Responsibilities :

- Responsible for acquiring and servicing clients for PCG desk (Ultra HNIs, Professional Investors, PMS Firms, Family Offices, corporates, trusts, banks and Prop Funds having AUM of Rs. 25-30 Crore and above)

- Drive business growth by focusing on client acquisition as well as cross-selling among existing client base.

- Increasing the client base through effective migration of existing clients and acquisition of new clients

- End to End - Client Relationship Management - advising as per risk profile of the client.

- Thorough knowledge of all capital market products for HNIs, with a proven capability of working with the clients to service their needs.