1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
2.40 LPA TO 3.00 LPA
🔹 Key Responsibilities:
Execute high-volume equity trades, especially for HNI clients
Monitor market trends and analyze financial data
Manage HNI accounts and client portfolios
Ensure regulatory compliance during trades
Collaborate with internal teams for investment strategies
✅ Required Qualifications:
Bachelor’s degree (any field)
NISM Series VIII certification – Mandatory
Experience in equity dealing or trading preferred
Proficient in trading platforms ...
5 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 12.00 LPA
Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
Enable and influence branch teams to cross sell the investment products
Joint meetings with HNI customers of branch teams
Help branch team achieve their cross sell targets.
Periodic review of client’s portfolio to ensure that they are in line with ...
- Investment Advisory
- Mutual Funds
- Pms
- Aif
- Private Equity
- Structured Products
- Wealth Management
- Portfolio Review
- Hni Client Management
- Cross-selling
- Relationship Management
- Financial Planning
- Investment Products Training
- Client Portfolio Management
- Branch Team Coordination
- Revenue Generation
- Financial Markets
- Client Acquisition
- Sales Enablement
- Portfolio Advisory