Wealth Manager

5 days ago


sany, India RipplesIndia Group Full time
Job Summary Responsible to Brokerage generation primarily throughadvising HNI clients on their Equity & Derivative portfolio.Newclient acquisition for BrokingInvestment products PMS/MF/FixedIncome and Insurance on as per assigned targets KeyDeliverables 1. Ensure timelyadvice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepeningthe Client relationship.
3. Ensure adherence toCompliance process for advice given
4. 1 New to Firmrelationship to be sourced on monthly basis with min tick size of25 lacs for Broking or IP
5. Daily meetings to be donewith existing clients and new prospects for business. RoleRequirements EducationalQualifications: Graduation in any discipline MBA FinanceNCFM
Experience: 3 Years in Equity / MF / PMS /Broking
Domain Knowledge: Understanding of capitalmarkets Good knowledge of Equity DerivatesDerivate Strategies and Hedging Concepts

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