Job Description:
1. Responsible for meeting assigned target of margin collection
2. Lead the Team of Dealers and Sales Executive and navigate them to Success.
3. Execute trades on live terminal.
4. Managing existing clients & Inactive clients
5. Know market sentiment via research, valuation and data analysis
6. Monitor BSE/NSE and other international market performance
7. Provide key clients daily information related to trading and market movements
8. Contact all mapped clients through daily/weekly/monthly calls, regularly
9. Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company.
10. New Client Acquisition and Revenue Generation through Brokerage generation and Sale of Strategies of Equity Market Etc to HNI Clients.
11. Preparation And Execution Of Financial Planning
12. Understanding of Stock Market.
13. Risk Profiling Of Existing & New Clients.
14. Regular Portfolio Review of Existing & New Clients.
15. Use financial acumen and investment expertise to review a client's profile and develop a plan helping the client to reach his short term and long- term investment goals
16. Conduct research and analysis on mutual fund & Insurance schemes
17. Providing seamless & superior service delivery
18. Travel extensively in the city for meeting prospective clients
19. Team Leading
Experience
1 - 2 Years
No. of Openings
1
Education
Graduate (B.B.A, B.Com)
Role
Business Development Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
Male
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
715, Royal Trade Centre, Opp. Star Bazar, Hazira Road, Adajan, Surat, Gujarat 395009, India