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Wealth Management,
Financial Services
Job Purpose:
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 new prospects for business.
Role Requirements:
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
You can share me your resume on [Confidential Information]
Master OF Business Administration (M.B.A), PGDM, Bachelor of Business Administration (B.B.A)
Role:Salesforce Admin, Relationship Manager
Industry:Wealth Management, Financial Services
Function:Banking
Job Type:Permanent Job
Date Posted: 26/10/2024
Job ID: 98120455
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We value people and relationships, we promise to go the extra mile to ensure the experience of working with us sets a benchmark and brand name in the industry.
For more details please visit our web page www.teamacehr.com
