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  • Job View 1354 Views
  • Applicants Less than 5 Applicants
  • 2018-11-08

Job Description

Responsible to generate brokerage primarily through advising clients on their equity portfolio

Develop and maintain a long-term relationship with clients

Focus on generating new business through references

Will need to constantly updated with the market knowledge

Ensure all the activities are in adherence to the compliance and risk policy.

Keeping the clients updated on their orders and monitor clients exposure.

Track clients positions and update them as per their preferences

Has to make daily outgoing calls to the existing active and inactive clients & new clients, as per the schedule given.

Ensure client meetings with active/ inactive clients as per the schedule.

Reactivation of inactive clients as per the schedule.

To help other RMs/ sales personnel to promote Equity business

Has to keep abreast with the market developments and the relevant knowledge.

Has to follow companys Compliance & Risk policies.

Provide regular updates to the immediate superior as per the requirements.


Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy



Other Bachelor Degree

About Capital Placement Services

Capital Placement Services is a Gurgaon based Placement Consultancy that specializes in providing Placement Services, Manpower Recruitment, HR Consultancy, Placement Consultancy and Staffing Solutions. We have our own large computerized database of candidates across the various functional streams. We can do an exact search based on your requirements and come up with candidates who best meet your job description. We have a team of experienced professionals who do all the preliminary screening. We contact and interview candidates regarding their interest and suitability. Only after we are satisfied we send them for an interview to you. If necessary we also do an informal reference check of the candidate who are shortlisted.

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