Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications
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Key Requirements: ● NISM Series VIII (Equity Derivatives) – Mandatory ● NISM Series VII (Securities Operations) or other relevant certifications preferred Experience: ● 5–10 years of experience in Equity & Derivatives / Broking Industry ● Minimum 2–3 years in a team handling or leadership role
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Graduate/Postgraduate in Finance, Commerce, or related field. 3–6 years of experience in Wealth Management or Private Banking. Strong understanding of financial products and investment instruments. Excellent communication, interpersonal, and negotiation skills. Proven ability to build and manage high-value client relationships. Certifications...
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Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel
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6 – 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute. Self-starter, proactive & target oriented. Strong networking & relationship building skills
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