Manager - Private Clientele Group - Ultra HNI - Broking House

Prodigy Recruitment & Consulting
  • Ahmedabad, Delhi, Mumbai, Pune, Nagpur, Nashik, Gurgaon, Aba
  • Confidential
  • 4-9 years
  • Views
  • 03 Oct 2018

  • Finance/ Accounts

  • Insurance
Job Description

Manager - Private Clientele Group - Ultra HNI - Broking House (4-9 yrs) - Identification of new investment ideas for proprietary & HNI's portfolio's - Keep tab on investments & trading positions of serviced clients using all available resources - Identification and pitching of new investment ideas -to Investment Committee team - Acquiring clients through existing clients referrals - Advising Corporate HNI clients with respect to their Investment Portfolios - Tracking a mix of Large & Midcap stocks across sectors - Supporting sales team with right client profiling


Competencies/Skill sets for this job

Sales HNI Client Handling Broking BFSI Sales

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