Senior Equity Dealer - BFSI

Position Title -- Senior Equity Dealer

Grade / Level AS per experience & expertise

Department PCG (Private Client Group)

Location Mumbai

Position reporting to Head PCG

Job Purpose

- Manage the investment portfolio of Ultra HNI clients

Key Deliverables

- Active management of ultra HNI clients & achieve the target AUM

- Identify customer needs, assess their risk appetite and provide them with investment options

- Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

- Achieve healthy revenues without compromising on clients profitability

- Assist in new client acquisition, building new relationships and increasing depth in existing relationships

- Keep abreast of the market news, financial trends and current affairs

- Attend post result con calls, analyst meets for improved client servicing

- Cross-Sell Third-party investment products like Mutual Funds, Bonds, PMS & Structured products along with the bouquet of asset products. - such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

Job Requirements

Qualifications - Graduate / Post-graduate with 10-15 years of experience in the

Securities domain

Functional Competencies

- Hands-on experience in dealing with ultra HNI clients

- In-depth knowledge of Indian Equity market

- Data Analytics, advanced excel skills (vlookup, pivot table etc)

- Independent problem solving

- Should have good communication (verbal & written) & presentation skills.

- Should be a self-starter, proactive & target oriented.

- Should possess strong networking & relationship building skills