Location
Navi Mumbai | India
Job description
Job Location: Bangalore /Mumbai/Ahmedabad
Role & Responsibilities
- Responsible for handling HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products
- Advising 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 meetings with client for enhancing overall business.
- End to end client relationship management- advising as per risk profile of the client
- Monitoring clients portfolio and updating clients about market events, developing strong rapport to bring incremental business .
- Adhering to internal compliance /rules.
Key Attributes
- Strong communication skills to effectively communicate the complex financial concepts in a clear and concise manner.
- In-depth market knowledge and an understanding of equity markets, investments products and financial instruments.
- Client centric approach to tailor the solutions as per their needs.
- Proactive in a nature while having attention to detail to manage large portfolios and complex financial transactions.
Job tags
Salary
