Manager - Private Clientele Group - Ultra HNI

Prodigy Recruitment & Consulting
  • Delhi, Mumbai, Pune, Ahmednagar, Nagpur, Nashik, Gurgaon
  • Confidential
  • 4-9 years
  • Views
  • 21 Nov 2018

  • Sales & Marketing

  • Consumer Durables/ Semi Durables
Job Description

- 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

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