Hni Dealer

Kapil Consultancy Recruitment Services

4 - 9 years

4 - 8 Lacs

bengaluru delhi / ncr mumbai (all areas)

Posted:4 days ago| Platform:

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Skills Required

hni hni sales equity advisory hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Execute buy and sell orders for clients in the stock market
Provide financial advice and recommendations on investment strategies
Monitor market trends, economic news, and company announcements to identify potential investment opportunities
Conduct research and analysis on companies and industries to make informed investment decisions
Maintain accurate records of clients' transactions and investment portfolios
Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions
Stay updated with market regulations, compliance requirements, and industry best practices
Collaborate with research analysts, traders, and other team members to analyze market data and develop investment strategies
The candidate should have good understanding of Equity and F&O both.
They need to engage, service and manage expectations of Senior executives of ABG and HNI customers.
Minimum 45 years of experience in handling HNI client dealing
Salary range: 6-8 LPA, depending on candidate potential

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