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
- Ensure timely advice to customers for Equity and Derivative
markets
- Portfolio Review to be done monthly with clients for
deepening the Client relationship.
- Ensure adherence to Compliance process for advice given
- 1 New to Firm relationship to be sourced on monthly basis
with min tick size of 25 lacs for Broking or IP
- Daily meetings to be done with existing clients and new
prospects for business.
Role Requirements
- Educational Qualifications: Graduation in any discipline, MBA
Finance, NCFM
- Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Understanding of capital markets
- IT Skills: MS Office
Skills: portfolio review,portfolio management,equity,investment products - pms/mf/fixed income and insurance,hni,broking,relationship management,new client acquisition,mf,brokerage,equity capital markets,deliverables,capital markets,compliance process,mutual funds,derivative portfolio
