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27/07 Neeti Lobo
Vice President - Recruitments at Confluence Consulting Pvt Ltd

Views:72 Applications:17 Rec. Actions:Recruiter Actions:1

Relationship Manager - Equity - BFS (6-15 yrs)

Any Location Job Code: 1131382

Part of Pro-Equities team Family Office/Wealth Management

- Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios

- Must have strong client relationships built over the years and must facilitate transition them to PLATFORM.

- Primary business - Listed Equities based brokerage. Work with the Research, Technical & product team to take to market the recommendations.

- To work in sync with the Dealing team to execute the trades.

- Other areas to focus - Distribution of wealth products & earn commissions

- Responsible for overall business and P&L for Private Client Group (can be mutually worked upon) -

- Set & Meet revenue targets at product level and ensuring to meet targets set throughout the year.

- Should be proficient with knowledge of capital markets as well as third party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures etc.)

- Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term tips and market related information Advising the clients to invest in the right investment scheme depending upon their future needs and returns.

- Candidate to be from Securities or relevant Equities back-ground led organisation

- Post graduate with minimum 7-15 yrs exp

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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