Equity Specialist

Designation

Manager

Department

Broking & Distribution – PCG Advisory – Franchisee Servicing

Location Malad (W). Mumbai

KEY RESPONSIBILITIES.

Ø Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above.

Ø Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with MOFSL by focusing more on research & deep knowledge based advise

Ø Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity

Ø Will be given existing book to manage – should apply deep market understanding & Advance strategies to increase book size & revenue

Ø Will be responsible to meet large customers and BA on regular basis

Ø Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable

Ø Creating large option book along with revenue & maximum activation of BA customers though quality advisory

Ø Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity 

REQUIREMENT.

Ø Candidate should have relevant 3 years of experience in capital/Derivative market

Ø Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

Ø Should have excellent understanding of Derivatives, specifically Option strategies

Ø Must have good communication and should be aggressive and passionate about market

Ø Should have long term view and hunger for growth 

Budget.

up to 6LPA