Private Client Group
7 days ago
**JD of Private Client Group - ERM**
- Responsible for handling NRI HNIs/UHNIs - to generate equity brokerage revenue & cross sell revenue through various financial/ Wealth products
- Advising NRI-HNI & Ultra HNI clients in Equity/Derivatives and Wealth products
- Onboarding, handholding and educating clients on various products
- Having strong knowledge about equity /derivatives to make effective presentation on stocks and other ideas
- Should be able to influence key clients to get additional business
- Focusing client activation, regular interaction and Team Meetings with client for enhancing overall business.
- End to end client relationship management
- advising as per risk profile of the client
- Monitoring client’s portfolio and updating clients about market events, developing strong rapport to bring incremental business.
- Adhering to internal compliance /rules.
- Product Profile:
- Equity, Derivatives, Cross sell of products like MF, PMS, Premium portfolios, etc.
- Skills & Experience required:
- Strong knowledge on equity markets from fundamental and technical perspective.
- At least having client dealing/broking experience of 5 years at reputed brokers in PCG / HNI advisory role with superior client engagement skills
- Excellent command on language.
- NISM V A, NISM VII & NISM VIII certification before joining
**Job Types**: Full-time, Permanent
**Salary**: ₹700,000.00 - ₹2,000,000.00 per year
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 2 years (preferred)
Work Location: In person
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