Scope of the Role
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
Collaborate closely with internal teams such as wealth advisors, investment analysts, and legal experts to deliver comprehensive financial solutions.
Product Demonstration Order Punching, Trade confirmation, Portfolio Management Build trust by handling customer objections Must know how to handle Social Media Platforms too
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.
Job Description
To keep one self-updated on the financial markets and in advisory products / services in particular.
Maintain up-to-date knowledge of market trends, investment products, and regulatory requirements to offer sound advice and remain competitive in the market.
Job Description & Specification
Desired Qualification
Analytical mindset with the ability to assess client needs, conduct financial analysis, and propose suitable investment strategies.
Proficiency in Microsoft Office Suite.
Ethical and professional conduct in handling confidential client information.
Excellent Communication
Understanding of financial products (stock markets)
Knowledge of Stock Markets, Derivative Trading, Private Wealth Management is must
Ideal Candidates
Any UG / PG
Knowledge of Financial Instruments- HNI Acquisition, Portfolio Mgmt, Wealth Mgmt
Extensive Experience in Sales / Marketing of financial investment products.Proficiency in Microsoft Office Suite.
Ethical and professional conduct in handling confidential client information.
Excellent Communication
Understanding of financial products (stock markets)
Knowledge of Stock Markets, Derivative Trading, Private Wealth Management is must