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23/07 Shreya Tiwari
Senior Analyst at Vitasta Consulting Pvt Ltd

Views:239 Applications:29 Rec. Actions:Recruiter Actions:19

Equity Specialist Role - Broking (7-10 yrs)

Mumbai/Navi Mumbai/Thane Job Code: 954416

Roles & Responsibilities : 

- To liaise with HNI clients of the Wealth Group on their direct equity investments

- Conduct a portfolio review of HNI clients- equity portfolio

- To share research recommendations with HNI clients

- To share macro-economic outlook with HNI clients in respect of GDP growth, Inflation etc.

- To share outlook on equity markets and different sectors with HNI clients

- Contribute to various written publications like- Dots to Join, Monthly Macroscope, Company earnings review etc.

- Contribute to client communications such as portfolio review, company background etc.

Accountability:

Supporting Actions : 

HNI Client engagement:

- Monitor HNI client engagement and satisfaction for allotted clients

- Interact with clients to encourage direct equity investment and portfolio monitoring.

- Monitoring income from client equity transactions.

- Support marketing initiatives for new addition of customer.

Customer Service : 

- Resolving customer concerns.

- Ensuring customer satisfaction across all levels.

- Update top customers of all market movements.

- Coordinating with research team for advice/review of portfolio for top customers on regular basis.

Relationship Management : 

- Conduct joint visits to Wealth clients with the Relationship Managers for maintaining and building the relationship.

- Maintaining relations with Cluster Heads.

Database Management : 

- Maintain records of all mapped customers portfolios.

- Maintain records of all customer interactions.

- Maintain records of client revenues etc.

- Team management & People Development

- Manage interactions with a team of Relationship Managers.

- Adhere to Compliance norms

- Ensure strict adherence of risk & compliance norms.

Eligibility :

Experience requirement: 7-10 years of experience in equity markets either in equity research or equity sales

Educational qualification: MBA (NMIMS, Jamnalal Bajaj, IIMs etc.) or CA

Work experience: Currently working in equity research department of domestic broking companies. Currently working in wealth management department of domestic broking companies. Experience in interacting with external clients- HNIs related to equity markets

Knowledge requirement - Research 1 or more sectors in the Indian equity markets.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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