About the opportunity
Job Overview
<p>Ability to advise the clients from time to time based on Company’s Product Research. (Algo Trading) Build a long-term relationship with portfolio customers to ensure continuity of business and referrals Coordinate with different team internally to resolve issues in ongoing transaction & ensure flawless execution of the process Ensuring the highest levels of service to the client /HNI customers One point contact for the assigned customer<br>Collaborate closely with internal teams such as wealth advisors, investment analysts, and legal experts to deliver comprehensive financial solutions.<br>Product Demonstration Order Punching, Trade confirmation, Portfolio Management Build trust by handling customer objections Must know how to handle Social Media Platforms too<br>Preparing MIS Reports Share Dashboards with Clients / Customers as per internal defined SOP’s Prepare and present reports on sales activities, client acquisition, and revenue forecasts to senior management.</p> <p>To keep one self-updated on the financial markets and in advisory products / services in particular.<br>Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements to offer sound advice and remain competitive in the market.<br>Job Description & Specification<br>Desired Qualification<br>Analytical mindset with the ability to assess client needs, conduct financial analysis, and propose suitable investment strategies.<br>Proficiency in Microsoft Office Suite.<br>Ethical and professional conduct in handling confidential client information.<br>Excellent Communication<br>Understanding of financial products (stock markets)<br>Knowledge of Stock Markets, Derivative Trading, Private Wealth Management is must</p> <p>Any UG / PG<br>Knowledge of Financial Instruments- HNI Acquisition, Portfolio Mgmt, Wealth Mgmt<br>Extensive Experience in Sales / Marketing of financial investment products.Proficiency in Microsoft Office Suite.<br>Ethical and professional conduct in handling confidential client information.<br>Excellent Communication<br>Understanding of financial products (stock markets)<br>Knowledge of Stock Markets, Derivative Trading, Private Wealth Management is must</p>