Financial Advisor - Wealth/ Brokerage

Adroit india financial advisory
  • Kolkata
  • Confidential
  • 5-7 years
  • 171 Views
  • 03 Feb 2015

  • Advisory, Investments

  • Financial Services/ Capital Markets
Job Description

Role:

A Broking House is looking at the industry's brightest sparks to take Wealth Management standards to a new high. We are planning to offer comprehensive, top quality investment services through an equity brokerage platform.
The FA role is envisaged as a consultant and a confidante to the HNI and UHNI clients. The applicants must have the willingness to develop multi-product expertise to provide holistic advice to clients.

Job Responsibilities:

- While being a Brand Ambassador for The Company, the FA will get a chance to build an entrepreneur like business.

- Offer holistic Wealth Management solutions to HNI and UHNI clients.

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Basis client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured products, Bonds etc to clients. Also sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched.

- Build strong cross-functional relationships within the Company for business generation through cross sell

- Ensure the highest levels of service to clients

- Keep self updated on changes in any Market/Compliance/Regulatory processes/norms

- Ensure 100% compliance to Audits, Controls and Processes

Candidate Specifications:

- MBA from Premier Institute
- 5 to 7 yrs of work experience, preferably in the field of Equity Brokerage/Wealth Management
- Target Oriented
- Effective Communication Skills
- Self-motivated Individual/Go-getter
- Drive to deliver client delight
- Entrepreneurial skills


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Adroit india financial advisory