Equity Manager

☞ APEX Services

전망: 104

갱신일: 29-04-2024

위치: Ajmer Rajasthan

범주: 금융 / 은행 / 재고 매상

산업: Staffing Recruiting

수평: Mid-Senior level

직업 종류: Full-time

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작업 내용

Dear Candidate,

Greetings From"APEX SERVICES"

Designation- Manager/Assistant manager/Deputy manager

Location- P an India

Role- Relationship Manager/Equity Dealer

CTC- up to-5LPA+ incentive + Other benefit

Branch Dealing

Key responsibilities and accountability
  • Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
  • To keep abreast with the market knowledge and market intelligence.
  • Responsible to ensure all activities are in adherence as per Compliance Risk.
  • Provide regular updates to the immediate superior as and when required.
Skills Knowledge
  • Graduate / Post graduate with minimum 1yr exp in Equities on the client advisory side
  • Should have sound understanding of capital markets,
  • Should be a result-oriented, self starter, proactive, good communication skills.
  • Should possess strong networking relationship building skills.
  • Should be certified in Derivative Certificate (NISM-8) for equity dealer profile
Relationship Manager-Branch Sales

Key responsibilities and accountability
  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients
  • Will be responsible for primarily selling Equity based investment products.
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Provide regular updates to the immediate superior as anwhen required
Skills Knowledge
  • Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry.
  • Should have good communication presentation skills.
  • May have good existing client relationships in the market.
  • Should be a self-starter, proactive target oriented.
  • Should possess strong networking relationship building skills
Kindly reply with updated CV on if you are interested for the mentioned Job Role. you can call also on6394266681

This job is provided by Shine.com
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마감 시간: 13-06-2024

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