![Yes Securities Limited](https://media.trabajo.org/img/noimg.jpg)
Yes Securities
1 week ago
Role Description:
- Responsible for managing Institutional Business and expanding portfolios of Domestic clients for Institutional Equity.
- Requires working during Indian hours
- Acquiring new clients and developing the Institutional client base for Institutional Brokerage business
- Servicing Institutional Investors with equity research ideas generated by the research team and facilitating Investors' understanding of market opportunities
- Keeping clients updated on research calls and advising on asset allocation within their portfolio
- Retaining existing assets, increasing new assets under management and growing revenues
- Covering the designated market, contributing to building and running marketing and sales efforts
- Managing customer meetings and sales processes
- Conducting market research to generate business and increase revenue
Specific Role Responsibilities:
- Preparing marketing materials and presentations for the company's products and services
- Monitoring clients' product preferences and assessing their investment goals
- Collaborating with Senior Management, Capital Markets to structure appropriate products
- Liaising between clients and company specialist desks to cross-sell financial services
- Coordinating meetings between the research team and institutions
- Identifying customer needs, assessing risk appetite, and executing sales plans for relationship accounts
- Maintaining client records, providing progress reports, and generating revenue through brokerage
Competencies Required:
(Behavioral & Technical / Functional):
- Demonstrated success in acquiring Indian Equity Institutional clients
- Familiarity with Equity market dynamics and Broking business
- Strong networking and relationship building skills
- Effective sales abilities, Customer Focus, Process understanding, Self-motivated
- Outstanding communication skills
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