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- LocationMumbai (Maharashtra)
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IndustryFinancial Services
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
o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
o Experience: 3+ Years in Equity / MF / PMS / Broking
o Domain Knowledge: Understanding of capital markets
o IT Skills: MS Office
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