RM / Senior RM NRI Desk, Equity Broking

Responsibilities:

• Handling NRI Clients and Achieving Revenue:
• Manage NRI clients and achieve revenue through broking of Equity, Derivatives, Commodity, Currency, and cross-sell products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations.
• Client Acquisition and Relationship Management:
• Acquire clients through Demat sourcing, enhancing, and upgrading client relationships.
• Profile clients and suggest financial products (Equity) based on their risk appetite and needs.
• Acquiring new clients through referrals from existing clients.
• Investment and Wealth Management:
• Coordinate with clients daily for investment in Equity and other wealth products like Mutual Funds, PMS, SIPs, AIFs, etc.
• Help clients execute trades online and place orders on their behalf.
• Revenue and Client Profitability:
• Achieve healthy revenues without compromising on client profitability.
• Activate inactive clients through regular follow-ups and communication.
• Client Communication and Support:
• Regularly follow-up with clients to handle queries and provide support.
• Market Awareness:
• Stay updated with micro & macroeconomic indicators, global and domestic financial markets, and their impact on stock movements.
• Client Acquisition and Management:
• Responsible for acquiring and managing new NRI and HNI clients.