Z-2285 | Private Client Group - ERM

Industry : Broking

Sub Department : HNI Relationship

Department : Customer Relationship

: Andheri Railway Stat

: Mumbai

: India

: 8 - 13 p.a (INR Lacs)

: 6 - 12 Year

Product Profile:

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

LOCATION IS MUMBAI - BRANCH NEAR TO RESIDENCE WILL BE ALLOTED

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.

18, 38

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