
Senior Investment Portfolio Development Specialist
3 days ago
About the Role:
- We are seeking a seasoned professional to manage and acquire high net worth individual (HNI) client relationships for equity advisory and dealing.
- The successful candidate will drive business objectives through sales numbers, revenue growth, and product mix optimization.
- A key responsibility will be to develop strategies to improve business generation from new and existing clients.
- Cementing strong relationships with existing clients and developing new ones is crucial.
- This role requires identifying customer requirements and needs gaps, and working towards bridging them.
Requirements:
- 4-12 years of experience in the broking industry, preferably in a similar function.
- Ability to acquire, advise, and handle relationships of top-end clients.
- Proficiency in equity and derivatives products, with a deep understanding of equities markets.
- Certification in Equity and Derivative Segment is mandatory.
Qualifications:
- Graduation or MBA degree.
Key Skills:
- Strategic relationship management.
- Business development.
- Equity and derivatives expertise.
- Strong communication and interpersonal skills.
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