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Financial Services,
Banking,
Personal Finance
Designation: Sr. Advisor
Location: Mumbai
Job Purpose Responsible to Brokerage generation primarily through advising HNI clientson 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 new prospects for business.
Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 3+ Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office
Bachelor Of Technology (B.Tech/B.E), Bachelor of Dental Surgery (B.D.S), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Science (B.Sc), Bachelors of Law (B.L/L.L.B), Bachelor in General Studies (BGS), Bachelor of Arts (B.A), Bachelor of Applied Science (BAS), Bachelor of Education (B.Ed), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Business Administration (B.B.A), Bachelor of Interdisciplinary Studies, Bachelor of Commerce (B.Com), Bachelor in Hotel Management (B.H.M), Bachelor of Architecture (B.Arch), Bachelor Of Pharmacy (B.Pharm), Bachelor of Music Education (B.M.E.), Bachelor of Social Work (B.S.W), MBBS, Bachelor of Health Science, Bachelor Of Computer Application (B.C.A), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Music
Role:Key Accounts Manager
Industry:Financial Services, Banking, Personal Finance
Function:Sales/Business Development
Job Type:Permanent Job
Date Posted: 26/11/2024
Job ID: 101509267
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