Regional Manager - Equity Sales - BFS

Equity Sales RM

Role: Equity Sales RM

1. Work experience 5 to 7 years +

2. Qualification / Education MBA, CA, CFA

3. Location Head Office (Lower Parel, Mumbai)

4. No of Vacancies 2

5. Reporting to Associate Director - Private Wealth

6. Job Responsibilities

- The Relationship Manager will be Responsible for Acquiring PMS Accounts, Corporate Treasuries, Bank Treasuries, Family Offices with focus on equities and professional investors

- To maintain client relationships and generate revenue from clients.

- Indepth working Knowledge of advising knowledgeable investors on the economy, individual stocks and government policies

- To advise clients on investible ideas and managing to increase the revenue pool

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

7. Technical Experience - Strong product knowledge of Equities, macro economics and global macros

8. Non Technical Experience - Relationship Managers with prior experience working in a Broking//wealth management set up.

- Strong analytical skills and ability to work in teams.

- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4yrs of stability)

- Good Team player

- Good interpersonal & communication skills

9. CTC 10 to 25 lacs commensurate with experience

Our businesses :

Institutional Business | Research | Portfolio Management Services | Private Wealth Management | Insurance Broking | Investment Banking | Commodities | Currencies

All the interested candidates can forward their updated resumes or call on 9867303334

Ravi Suryawanshi
Ability Unleashed HR
M-9867303334