Key Deliverables : - To provide Advisory and Dealing support to assigned HNI clients and thereby achieve the target active AUM - To be responsible for identifying client needs, assessing their risk appetite and providing them with investment options - To provide regular updates to the assigned clients regarding the market changes and subsequent changes to the portfolio - To achieve healthy revenues without compromising on the client's profitability - To conduct regular Client Meetings &amp; update the same in the meeting tracker - To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports - To assist in new client acquisition, building new relationships and increasing depth in existing relationships - Keep abreast of the market news, financial trends and current affairs - To attend post result con calls, analyst meets for improved client servicing - Cross-Sell Third-party investment products like Mutual Funds, Bonds, PMS &amp; Structured products along with the bouquet of asset products - To focus on client mining Job Requirements : Qualifications &amp; Experience: - Full-time post-graduation course in Finance - Minimum of 4-8 years of work experience with 1 - 3 yrs exp in managing HNI clients. - Experience of providing advisory and dealing support to HNI clients is MANDATORY Functional Competencies: - Strong understanding of the equity business. - Prior experience with HNI and Corporate clients is mandatory. - Proficiency in economics, accounting, financial statements and/or statistics - Understanding of financial risk management strategies. - Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on. Behavioural Competencies: - Very strong communication &amp; presentation skills. - Must have good existing HNI / Ultra HNI client relationships in the market. - Must be a self-starter, proactive passionate &amp; target oriented. - Must possess strong networking &amp; relationship building skills

Mumbai

Equity Dealer & Advisory Role - HNI Segment - Capital Markets 

Equity Dealer & Advisory Role - HNI Segment - Capital Markets  ,Job Description for Equity Dealer & Advisory Role - HNI Segment - Capital Markets  in Armour Corporate Services in  Mumbai for (4-8) years of experience. Apply Now!

Job Description for Equity Dealer & Advisory Role - HNI Segment - Capital Markets  in Armour Corporate Services in  Mumbai for (4-8) years of experience. Apply Now!