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RM / Senior RM NRI Desk, Equity Broking

RM / Senior RM NRI Desk, Equity Broking

QuickTurtle

1 - 3 years

5 - 8 Lacs

Kolkata, Mumbai, Hyderabad

Posted:2 days ago| Platform:

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Skills Required

Equity Broking relationship management investment advisory portfolio management mutual funds wealth management

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients Location: ,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

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RM / Senior RM NRI Desk, Equity Broking

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RM / Senior RM NRI Desk, Equity Broking

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

More Jobs at QuickTurtle