Search by job, company or skills

Latest Jobs, Job Vacancies, Recruitment - foundit Formerly Monster. Search 500,000 + Jobs openings . Apply online IT, Sales, Banking, Fresher, Walk-ins, Part time, Govt jobs, etc. on foundit Formerly Monster. Post your resume now!.


    Job Description

    More Info

    Recruiter Info

3-5 Years
a month ago
149 Viewed
16 Applied
certified job

Job Description

Job Purpose:

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

New client acquisition for Broking , Investment 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.

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
  • IT Skills: MS Office

Interested Applicants can share there CVs at [Confidential Information]


Similar Jobs

Financial Advisor

Company Name Confidential

Financial Advisor

Company Name Confidential

People also considered

DelhiBengaluru / BangaloreNoidaMumbaiHyderabad / Secunderabad Telangana
Last Updated: 22-05-2024 10:59:04 AM
Home Jobs in Kolkata Financial Advisor
Beware of Scammers

We don’t charge money for job offers