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3.0 - 5.0 years

3 - 5 Lacs

Kolhapur, Nagpur, Aurangabad

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RM Dealers Please find below JD: Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers Responsible for Handling HNI Clients. Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on clients profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Acquiring new clients through existing clients referrals. Activating inactive clients through regular follow up. Responsible for collecting margins / market-to-market loss REQUIRED QUALIFICATIONS: Graduate / Post graduate NISM Series VIII (Equity derivatives) Interested Candidates can also directly connect with the Recruiter on given below contact details. Recruiter's Contact no. - 8655744351

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0.0 - 1.0 years

2 Lacs

Mumbai

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Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Define and deliver asset data management solutions, to capture, validate and improve plant, equipment, bill of material and maintenance plan data and install base management. What are we looking for Agility for quick learningProblem-solving skillsStrong analytical skillsCommitment to quality Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

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1.0 - 3.0 years

3 Lacs

Mumbai

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Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Define and deliver asset data management solutions, to capture, validate and improve plant, equipment, bill of material and maintenance plan data and install base management. What are we looking for Agility for quick learningCommitment to qualityProblem-solving skillsWritten and verbal communicationStrong analytical skills Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

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0.0 - 5.0 years

1 - 2 Lacs

Mumbai

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SUMMARY Retail Staff Position Our client, a UAE-based multinational conglomerate headquartered in Dubai, is seeking freshers to join their retail staff team in Navi Mumbai/Thane/West Mumbai/East Mumbai. This is an excellent opportunity for individuals interested in the retail industry to gain valuable experience and contribute to a dynamic and diverse organization. Job Responsibilities Perform folding and stacking tasks at basic tables. Ensure timely display of received stocks. Uphold the upkeep of the section and maintain a carton-free floor. Maintain display standards, including signage, and merchandise clearance from the trial room. Ensure the right products are displayed on the correct browser. Provide customers with shopping bags. Requirements Minimum qualification of 10th/12th/graduate. Age between 18-25 years. Open to male candidates. 6 days working (with a week off between Monday to Thursday). If you are a motivated individual with a passion for the retail industry and meet the above requirements, we encourage you to apply for this exciting opportunity. Benefits Salary- 15600 CTC per month

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5.0 - 8.0 years

4 - 6 Lacs

Shimoga

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1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. 10) 5 year from Broking sector & good Knowledge in Equity and derivates. NISM 11) Knowledge of technical analysis and market strategy. _ Location-Shimoga,Bengaluru,Surat,Chennai,Mumbai,Hyderabad,Ahmedabad,Kolkata,Trivendrum, Delhi, Vadodra, Pune.

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5.0 - 8.0 years

5 - 15 Lacs

Ahmedabad, Surat, Bengaluru

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1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai,Calicut, Trivendrum, GOA, Delhi 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts.

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5.0 - 9.0 years

5 - 15 Lacs

Hyderabad, Ahmedabad, Bengaluru

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1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra Exp-Minimum 5 year working with Stock Broking Firms _

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2.0 - 6.0 years

4 - 9 Lacs

Varanasi, Ahmedabad, Surat

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1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

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3.0 - 5.0 years

5 - 7 Lacs

Mumbai, Hyderabad, Bengaluru

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1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. 16) Knowledge of Equity/ Stocks/ Shares - Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS, Insurance Location-Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,GOA, Delhi, Vadodra, Surat

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5.0 - 8.0 years

5 - 15 Lacs

Surat

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1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity broking firm | 2) Individuals who possess deep knowledge of the stock market and stay updated with market economics trends. 3) Should be comfortable working in Shifts. Location: Calicut, Trivendrum, GOA, Delhi,Chennai,Hyderabad,Kolkata,Kochi,Mumbai

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5.0 - 10.0 years

8 - 15 Lacs

Mumbai

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1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Advise clients on which scripts to Buy Sell Hold, basis company's Research Report and own market knowledge. 3)Update clients for orders and trade on the recorded line. 4)Maintain active clients as per the defined norms. 5)Activate dormant clients. 6)Ensure resolution of clients query. 7)Maintain records of business on internal software. 8)Liaison with branches for revenue generation and query resolution 9)Follow guidelines of Risk management and Settlement 10)Ensure compliance as per various regulator and organization guidelines. 11)Acquire quality PCG clients through networking, database, market intelligence and references from existing clients, with minimum investment potention Rs.25 Lac 12)Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, and Investments Products - Mutual Funds, PMS, AIF , Risk, Regulation Location : - Vadodra, Delhi NCR, Chennai, Kolkata, Pune, Jaipur, Ahmedabad, Surat, Chandigarh

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3.0 - 5.0 years

4 - 7 Lacs

Hyderabad

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1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Location: GOA, Delhi, Vadodra, Surat.,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad

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5.0 - 9.0 years

5 - 15 Lacs

Surat

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1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention greayer than Rs.25 Lac through networking, database, market intelligence and references from existing client Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra,

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5.0 - 8.0 years

5 - 15 Lacs

Hyderabad, Surat, Bengaluru

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1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 10) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra,

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5.0 - 9.0 years

5 - 15 Lacs

Mumbai, Hyderabad, Bengaluru

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1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra Exp-Minimum 5 year working with Stock Broking Firms _

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2.0 - 4.0 years

5 - 7 Lacs

Mumbai

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1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients. Locations : GOA, Delhi, Vadodra Surat, Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad

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4.0 - 9.0 years

4 - 9 Lacs

Varanasi

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1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location: Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

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5.0 - 10.0 years

15 - 20 Lacs

Kolkata

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1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and IFAs. 7) Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 8) Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars 9) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team. Location: Bengaluru,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Thane,Navi Mumbai,Delhi, Telangana, Vadodra, Trivendrum

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3.0 - 5.0 years

5 - 7 Lacs

Mumbai

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1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity Stock Broking Firms

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5.0 - 9.0 years

3 - 6 Lacs

Surat

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1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Min 5 year from Equity Broking sector & good Knowledge in Equity and derivates. NISM - 8. Knowledge of technical analysis and market strategy.

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2.0 - 4.0 years

4 - 9 Lacs

Hyderabad

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1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

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5.0 - 9.0 years

5 - 15 Lacs

Mumbai

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1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention greayer than Rs.25 Lac through networking, database, market intelligence and references from existing client

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3.0 - 5.0 years

4 - 7 Lacs

Mumbai

Work from Office

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1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines.

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2.0 - 4.0 years

5 - 7 Lacs

Bengaluru

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1)Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2)Update clients for orders and trade on the recorded line. 3)Maintain active clients as per the defined norms. 4)Activate dormant clients. 5)Ensure resolution of clients query. 6)Maintain records of business on internal software. 7)Liaison with branches for revenue generation and query resolution 8)Follow guidelines of Risk management and Settlement 9)Ensure compliance as per various regulator and organization guidelines. 10)Acquire quality clients through networking, database, market intelligence and references from existing clients.

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5.0 - 10.0 years

12 - 15 Lacs

Surat

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1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Candidate Profile 1) . 5+ Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling _

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