Identify, evaluate and manage strategic risks and opportunities.
Ensure compliance with company and industry policies and procedures.
Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.
Maintain fruitful relationships with current customers and establish good relationships with new ones.
Develop and oversee sales and marketing strategies.
Dealing and execution of trades in Equities, Derivatives, Bonds and Currencies
Managing resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.
Maintaining continuous contact with the people involved in the decision making regarding investments
Acquiring Clients Internally for increasing revenues to the company
Strengthening and maintaining relationships with High Net Worth clients by offering prioritized servicing and increasing volumes across equity and derivative segments.
Error-free and smart trade execution, resolving queries and providing solutions in a timely manner, managing risk, maintaining margins and balances as per daily carry forward positions.
Recommending and discussing trading ideas with clients which include arranging analyst meets with clients, sharing news and important developments in particular scrip.
Monitoring market movement, with regards to the client's portfolio,so as to avoid extraordinary losses on outstanding positions, and to identify opportunities which arise out of daily price fluctuations.
Identifying clients potential and offering services accordingly to maximize business income.
Candidate Profile & Skill Requirements
Bachelors Degree in Finance or related business field
2+ years experience in an BM position in the BFSI industry
NISM Exam clearance & renewal as per requirement
Exceptional interpersonal communication and relationship-building skills
Strong understanding of capital markets and investment management
