Financial Consultant
G Solution- 2 months ago
- Chennai, Tamil Nadu, India
- Full Time
Job Overview
Functional Area
Finance
Work preferred
Work from Office
Experience
Min Experience
3 Years
Max Experience
5 Years
Description
Relationship Managers to their wealth management Business Segment with a minimum experience of 3 years. Responsible for HNI and Corporate client acquisition to maintain a long-term relationship and generate business.
Job Description:
1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short / medium term
2. Possesses strong knowledge of Capital market and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills.
3. Generating, tracking and achievement brokerage revenue targets.
4. Servicing clients through dealing, trade execution, confirmation and updating them on research reports. 5. Advise Clients on Equities/ Derivatives/ Currency and Commodities market.
6. Responsible for revenue generation in terms of brokerage income, generating new clients through referrals and maintaining client profitability 7. Achieve Business objectives of revenue and product mix.
Company: Aditya Trading Solution Pvt.Ltd
Skills
DerivativesRevenue GenerationProfitabilityRevenueCapital MarketEquityPortfolioWealth ManagementTrading