18 Aug
|
Hunarstreet Technologies
|
Mumbai
18 Aug
Hunarstreet Technologies
Mumbai
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
Recent 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 Derivative
markets
Portfolio Review to be done monthly with clients for
deepening the Client relationship.
Ensure adherence to Compliance process for advice given
1 Current to Firm relationship to be sourced on monthly basis
with min tick size of 25 lacs for Broking or IP
Daily meetings to be done with existing clients and recent
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
📌 Sr Advisor Pcg Mumbai
🏢 Hunarstreet Technologies
📍 Mumbai