Equity Dealer (Sales)_Shay

Company : Hunarstreet Technologies Pvt.

Job Type : Full Time

Mumbai, India

Job Description - Equity Dealer (Sales)_Shay

Key Deliverables

1. 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-term

relationship with them.

4. 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.

New client acquisition for Broking , Investment products –

PMS/MF/Fixed Income and Insurance on as per assigned targets

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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About the Company

Hunarstreet Technologies Pvt.

Hunarstreet Technologies is focussed on making recruitment a reliable, fast, and transparent process. We are focussed on the myriad job opportunities in the Indian start-ups and understand these requirements in all its colours and designs. We are able to achieve a success rate of 87% in relevancy of...

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Equity Dealer (Sales)_Shay

Job Description - Equity Dealer (Sales)_Shay

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