Key Deliverables

- Getting productivity from channel in Portfolio Management Services(PMS), Broking A/Cs & Mutual Fund distribution.2. Achieving the Business targets assigned in terms of cross selling,enhancing and upgrading the High Net Worth relationships.3. To give your full involvement to support clients to maintain long-termrelationship with them.4. Daily meetings with clients

Role Requirementso Educational Qualifications: Graduateo Experience: 3+ Years in Equity / MFo Domain Knowledge: Equityo IT Skills: MS Office

Job Purpose

Responsible to Brokerage generation primarily through advising HNIclientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products –PMS/MF/Fixed Income and Insurance on as per assigned targets

Key Deliverables





- Ensure timely advice to customers for Equity and Derivativemarkets2.

Portfolio

Review to be done monthly with clients fordeepening the Client relationship.3. Ensure adherence to Compliance process for advice given4. 1 Recent to Firm relationship to be sourced on monthly basiswith min tick size of 25 lacs for Broking or IP5. Daily meetings to be done with existing clients and newprospects for business.

Role Requirements o Educational Qualifications: Graduation in any discipline, MBAFinance, NCFMo Experience: 3+ Years in Equity / MF / PMS / Brokingo Domain Knowledge: Understanding of capital marketso IT Skills: MS Office

📌 Equity Dealer (Sales)_Shay (Mumbai)
🏢 Hunarstreet Technologies
📍 Mumbai