Vice President - Recruitments at Confluence Consulting Pvt Ltd
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Relationship Manager - Equity - BFS (6-15 yrs)
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
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