Wealth Manager - Investment Products
Posted on :
07-06-2024
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Job Description
Job Summary
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for BrokingInvestment products PMS/MF/Fixed Income and Insurance on as per assigned targets
Key Deliverables
1. Ensure timely advice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and new prospects for business.
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and new prospects for business.
Role Requirements
Educational Qualifications: Graduation in any discipline MBA Finance NCFM
Experience: 3 Years in Equity / MF / PMS / Broking
Domain Knowledge: Understanding of capital markets
Experience: 3 Years in Equity / MF / PMS / Broking
Domain Knowledge: Understanding of capital markets
Good knowledge of Equity Derivates Derivate Strategies and Hedging Concepts
Employment Type
Full Time
Company Industry
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
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