New

Private Client Group - ERM (Customer Relationship)/ 748 days ago

Andheri Railway Stat, Mumbai

8 To 13 INR Lacs

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Job Preference:

Product Profile:

• Equity, Derivatives, Cross sell of products like MF, PMS, Premium portfolios, etc. 

LOCATION IS MUMBAI - BRANCH NEAR TO RESIDENCE WILL BE ALLOTED

Job Description:

• Responsible for handling NRI HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products
• Advising NRI-HNI & Ultra HNI clients in Equity/Derivatives and Wealth products
• Onboarding, handholding and educating clients on various products
• Having strong knowledge about equity /derivatives to make effective presentation on stocks and other ideas
• Should be able to influence key clients to get additional business
• Focusing client activation, regular interaction and Team Meetings with client for enhancing overall business.
• End to end client relationship management- advising as per risk profile of the client
• Monitoring client’s portfolio and updating clients about market events, developing strong rapport to bring incremental business .
• Adhering to internal compliance /rules.

Qualification:

Skills:

Skills & Experience required:

• Strong knowledge on equity markets from fundamental and technical perspective.
• At least having client dealing/broking experience of 5 years at reputed brokers in PCG / HNI advisory role with superior client engagement skills
• Excellent command on language.
• NISM V A, NISM VII & NISM VIII certification before joining