Posted By

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Priti Goyal

Founder at Serving Skill

Last Login: 15 October 2024

Job Views:  
990
Applications:  131
Recruiter Actions:  13

Job Code

1473637

Senior Investment Fund Manager - NISM

8 - 12 Years.Any Location
Posted today
Posted today

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

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 15 October 2024

Job Views:  
990
Applications:  131
Recruiter Actions:  13

Job Code

1473637

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