Role Requirements
Experience: 3+ Years in Equity / MF / PMS / Broking
Domain Knowledge: #CapitalMarkets , #EquityMarkets
Key Deliverables
1. Ensure timely advice to customers for Equity and #Derivative markets
2. Portfolio Review to be done monthly with clients to deepen the #ClientRelationship.
3. Ensure adherence to the Compliance process for advice given
4. A New Client to be sourced on a monthly basis with a ticket size of 25 lacs or more for Broking or IP
5. Daily meetings are to be held with existing clients and new prospects for business.
#PCG
#Dealing
#BusinessDevelopment
#HNI
#PrivateClientGroup
#Mumbai
#Kolkata
For further details , please connect on 8286011441