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Urgent role for the position of Equity Relationship manager-NRI/HNI

6.00 to 11.00 Years   Navi Mumbai   09 Apr, 2024
BOYEN HADDIN CONSULTING AND TECHNOLOGY PRIVATE LIMITED
Job LocationNavi Mumbai
EducationNot Mentioned
SalaryRs 6 - 12 Lakh/Yr
IndustryInvestment Banking / Venture Capital / Private Equity
Functional AreaEquity ResearchSecurities Trading
EmploymentTypeFull-time

Job Description

    Interview mode: Virtual Location : Mumbaiinterested candidate connect us below mentioned Mail id or whatsapp your cv for quick response below mentioned Nubmer.ROLES & RESPONSIBILITIES: -
    • Responsible for handling NRI HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products
    • o Advising NRI-HNI & Ultra HNI clients in Equity/Derivatives and Wealth products
    • o Onboarding, handholding and educating clients on various products
    • o Having strong knowledge about equity /derivatives to make effective presentation on stocks and other ideas
    • o Should be able to influence key clients to get additional business
    • o Focusing client activation, regular interaction and Team Meetings with client for enhancing overall business.
    • o End to end client relationship management- advising as per risk profile of the client
    • o Monitoring clients portfolio and updating clients about market events, developing strong rapport to bring incremental business.
    • o Adhering to internal compliance /rules.
    Product Profile: Equity, Derivatives, Cross sell of products like MF, Portfolio Managment Services., Premium portfolios, etc.Skills & Experience required:
    • Strong knowledge on equity markets from fundamental and technical perspective.
    • At least having client dealing/broking experience of 5 years at reputed brokers in PCG / HNI advisory role with superior client engagement skills
    • Excellent command on language.
    • NISM V A, NISM VII & NISM VIII certification before joining
    Contact information.Interested candidate may share your updated resume at- hidden_email.whatsapp us for quick response. Ms. Sapna- hidden_mobile

Keyskills :
equity salesterminalequity tradingportfolio managementmutual fundsdealingequity advisory

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