RM / Senior RM NRI Desk, Equity Broking

2 days ago


Vadodara, India Quick Turtle Full time

Job Description Responsibilities: - Handling NRI Clients and Achieving Revenue: - Manage NRI clients and achieve revenue through broking of Equity, Derivatives, Commodity, Currency, and cross-sell products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. - Client Acquisition and Relationship Management: - Acquire clients through Demat sourcing, enhancing, and upgrading client relationships. - Profile clients and suggest financial products (Equity) based on their risk appetite and needs. - Acquiring new clients through referrals from existing clients. - Investment and Wealth Management: - Coordinate with clients daily for investment in Equity and other wealth products like Mutual Funds, PMS, SIPs, AIFs, etc. - Help clients execute trades online and place orders on their behalf. - Revenue and Client Profitability: - Achieve healthy revenues without compromising on client profitability. - Activate inactive clients through regular follow-ups and communication. - Client Communication and Support: - Regularly follow-up with clients to handle queries and provide support. - Market Awareness: - Stay updated with micro & macroeconomic indicators, global and domestic financial markets, and their impact on stock movements. - Client Acquisition and Management: - Responsible for acquiring and managing new NRI and HNI clients.



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