RM / Senior RM NRI Desk, Equity Broking

Quick Turtle

1 - 3 years

1 - 3 Lacs

Vadodara Gujarat India

Posted:2 weeks ago| Platform: Foundit logo

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Skills Required

Equity/Stock Broking Portfolio Management Services Mutual Funds Alternative Investment Funds Bonds

Work Mode

On-site

Job Type

Full Time

Job Description

Responsibilities:

Handling NRI Clients and Achieving Revenue:
Manage NRI clients and achieve revenue through broking of
Equity
,
Derivatives
,
Commodity
,
Currency
, and cross-sell products like
Mutual Funds
,
PMS
, and
AIFs
to existing acquired NRI clients from
Dubai
and other offshore locations.
Client Acquisition and Relationship Management:
Acquire clients
through
Demat sourcing
, enhancing, and upgrading client relationships.
Profile clients
and suggest financial products (Equity) based on their
risk appetite
and needs.
Acquiring new clients
through
referrals
from existing clients.
Investment and Wealth Management:
Coordinate with clients daily for investment in
Equity
and other wealth products like
Mutual Funds
,
PMS
,
SIPs
,
AIFs
, etc.
Help clients execute trades online and place orders on their behalf.
Revenue and Client Profitability:
Achieve healthy revenues without compromising on
client profitability
.
Activate inactive clients
through regular follow-ups and communication.
Client Communication and Support:
Regularly follow-up with clients to handle queries and provide support.
Market Awareness:
Stay updated with
micro & macroeconomic indicators
, global and domestic financial markets, and their impact on
stock movements
.
Client Acquisition and Management:
Responsible for acquiring and managing new
NRI
and
HNI
clients.

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