1) Provide the Advisory to clients for Investment. 2) Maintain Client Relationship and provide them best service. 3) Make Trades in Equity for client on behalf of clients. 4) Cross Sales of mutual fund and LI. NISM /NCFM certification required
Advising clients on their margins limits, Brokerages, margins available etc Responsible for collecting margins / market-to-market loss of EQ/currency segment. - follow up for NT/ST clients on regular basis if any. - meeting with clients on daily basis must i.e. one/two. Cross sales of third party products
Contribute to weekly thematic reports, and generate investment ideas Work with sales to respond to client requests, both internal and external, including tailored and bespoke requests Skill Set Ability to understand and analyze economic and financial data Excellent skills relating to data manipulation
markets on a daily basis to optimize brokerage. *Preparing Sales Note on stock ideas; specialize in midcap companies *Put sales team in perfect order to deliver client based objectives. *Handling all PR activities of Institutional desk. *Should have experience in Institutional equity sales profile. *The candidate should have a good understanding of equity markets, companies, sectors. *He should have strong ...