About the role
- 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 Derivativemarkets2. Portfolio Review to be done monthly with clients fordeepening the Client relationship.3. Ensure adherence to Compliance process for advice given4. 1 New to Firm relationship to be sourced on monthly basiswith min tick size of 25 lacs for Broking or IP5. Daily meetings to be done with existing clients and newprospects for business.
Role Requirements
o Educational Qualifications: Graduation in any discipline, MBAFinance, NCFMo Experience: 3+ Years in Equity / MF / PMS / Brokingo Domain Knowledge: Understanding of capital markets