Key Deliverables
Getting productivity from channel in Portfolio Management Services

(PMS), Broking A/Cs & Mutual Fund distribution.
Achieving the Business targets assigned in terms of cross selling,

enhancing and upgrading the High Net Worth relationships.
To give your full involvement to support clients to maintain long-term

relationship with them.
Daily meetings with clients

Role Requirements

o Educational Qualifications: Graduate

o Experience: 3+ Years in Equity / MF

o Domain Knowledge: Equity

o IT Skills: MS Office

Job Purpose

Responsible to Brokerage generation primarily through advising HNI

clients

on their Equity & Derivative portfolio.

Current 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 current

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

📌 Equity Dealer Sales Shay Mumbai
🏢 Important Group
📍 Mumbai