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PCG Equity Sales Role - Broking Firm (6-15 yrs)
This company is financial services conglomerate. One of its business channel 'Private Client Group' which is focusing on equity broking for HNI's, large corporates, trusts, etc.
We are looking to expand this team in Mumbai and certain details are as follow
Role:
- Responsible for acquiring & servicing HNI clients, family offices, corporates, Non-AMC led PMS, AIF, Trusts; for their equity & derivative broking requirements
- Coordinate with research team and products team and advise clients basis intelligent analysis of facts
- Ability to cross sell other financial products
- Ability to advice clients on their investments needs, managing their overall financial portfolio, deepening the wallet from existing clients
- Devise strategies for new client acquisition and build a good connect with existing relationships
- Read, research and be updated with available investment opportunities in the market
Essential skill set:
- Knowledge of capital markets
- P&L responsibility
- Good Interpersonal skills
- Team player
If your strength lies into Equity Broking and if you are keen to develop your career in a fast-paced growing organization then kindly share your updated resume
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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