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Senior Executive - Private Client Group - Mumbai
Location |
Mumbai |
Department |
Private Client Group |
No. of Openings |
1 |
Age |
25-28 years |
Qualifications |
Bcom, BSc, BBA, BAF, BBI, MBA |
Experience in Years |
2 - 3 years |
Scope and Responsibilities |
Job
Description
To
manage portfolios for HNI/NRI clients
Familiarity
to Account Opening formalities pertaining to Trading and Demat for resident/non
resident clients
Familiarity
to Market Operation activity pertaining to order execution and back office for
equity and currency market
To
engage with client on an ongoing basis related to their investments
Resolving
client queries Job
Competencies:
Interpersonal
Skills
Team
Player
Multi
Tasking
Technical
Competencies:
NISM
VIII certification
MS
Office
Analysis
of Financial statement
|
Candidate Profile |
Excellent
verbal and written communication
Updated
with current affairs related to capital market
Experience
in handling HNI/NRI clients related to their Investment
|
Senior Executive - Client Management Team - Mumbai
Location |
Mumbai |
Department |
Client Management Team |
No. of Openings |
1 |
Age |
22-26 |
Qualifications |
Graduate |
Experience in Years |
1years - 4 years |
Scope and Responsibilities |
Job descriptionTo execute
trades on BOLT/NEAT/ CTCL applications eg: ODIN efficiently and accurately
To
familiarize with in house Research recommendation/products
To
participate in activation of dormant clients
To
undertake cross selling of products post market hours
To co ordinate
with relevant department for client servicing Job Competencies Strong
interpersonal skills to interact with clients and colleagues
Adaptability
to thrive in a fast paced and dynamic trading environment
Ability to
work as a team player
Technical Competencies Well versed
with trading terminal like NEAT, BOLT CTCL like ODIN and applications
NISM MS
Office (especially MS Excel)
NISM VIII
(Equity Derivatives) Certification
|
Candidate Profile |
Excellent
communication and verbal skills in English, Hindi, Gujarati, Marathi
Maintaining
co ordial relations with internal and external customers
Quick
learner for new market developments
Good
listener
|