Relationship Manager - Equity - BFS

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