Posted By
Posted in
Banking & Finance
Job Code
1473637
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
New client acquisition for Broking , Investment products -
PMS/MF/Fixed Income and Insurance on as per assigned targets
Key Deliverables:
1. Ensure timely advice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and ne prospects for business.
Role Requirements:
Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
Experience: 8+ Years in Equity / MF / PMS / Broking
Domain Knowledge: Understanding of capital markets
IT Skills: MS Office
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Posted By
Posted in
Banking & Finance
Job Code
1473637
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