Job Responsibilities:  

– Thorough understanding of the capital markets, including regulations, NCFM certification.

– Adequate knowledge of the equity market and the dynamics of the broking business.

– Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

– Responsible for business development through acquisition of high net-worth clients

– Responsible for identifying customer needs and assessing their risk appetite

– Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

– Responsible for achieving targets based on acquisition and revenue generation through equity

– Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships

– Provide regular updates to the immediate superior as and when required

– Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.

– Analyze client portfolios and make necessary suggestions.

– This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

– Must ensure the growth of AUM and IR from existing customers mapped to them

CANDIDATES FROM BANKING, INSURANCE, BROKING, FINANCIAL INSTITUTES HAVING EXPERIENCE IN SALES ARE ELIGIBLE