Client Acquisition & Relationship Management Build and manage strong relationships with retail ,Ultra HNI & HNI Clients Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes. Regularly engage with clients through meetings, calls,…
Role Summary The HNI Sales Manager will be responsible for acquiring, managing, and advising High Net worth Individuals (HNIs) to grow the firm's Assets Under Management (AUM) and generate revenue. This role requires a deep understanding of capital markets, tailored…
Role Summary The Cluster Head Sales is a senior leadership position responsible for maximizing sales revenue, client acquisition, and overall business volume . This role involves setting aggressive sales targets, providing strategic direction to sales teams, fostering key client relationships,…
Key Responsibilities and Accountabilities & Client Acquisition & Relationship Management Acquire New Clients: Proactively prospect and acquire new HNI and Institutional clients through direct outreach, referrals, networking, and industry channels, focusing on broking and trading clients. Build Strong Relationships: Establish…
The Assistant Vice President (AVP) role at PhillipCapital India Pvt Ltd is a leadership position within their stock broking division, focusing on business development, client acquisition, and team buildup & management. The ideal candidate should possess a deep understanding of…
Job Description Execute client orders in cash, futures, and options segments with speed and accuracy Provide insights and trading strategies using Options Greeks (Delta, Theta, Gamma, Vega, Rho) Suggest and explain options strategies like straddles, strangles, spreads, butterfly, calendar spreads…
The Assistant Vice President (AVP) role at PhillipCapital India Pvt Ltd is a leadership position within their stock broking division, focusing on business development, client acquisition, and team buildup & management. The ideal candidate should possess a deep understanding of…
Role Objective: The Sales Manager is responsible for driving business growth by acquiring new clients, managing existing relationships, and promoting PhillipCapital’s products and services across retail, HNI, and institutional segments. Key Responsibilities: Acquire new clients through direct sales efforts, networking,…
Job Description Execute client orders in cash, futures, and options segments with speed and accuracy Provide insights and trading strategies using Options Greeks (Delta, Theta, Gamma, Vega, Rho) Suggest and explain options strategies like straddles, strangles, spreads, butterfly, calendar spreads…
· Provide timely and accurate advisory to clients on Commodities and Currency products, based on market trends and in house research. · Execute client trades with utmost diligence and only after obtaining proper consent, ensuring compliance with regulatory norms. ·…
Key Responsibilities Responsible for achieving revenue targets through new accounts through selling of financial products to the clients like Trading Software, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Investment Advisory , PMS and Commodity…
Client Acquisition & Portfolio Management: Acquire new HNI clients through personal network, referrals, and business development initiatives. Leverage existing relationships to bring in a strong client base. Understand client risk appetite and investment objectives to offer suitable financial products. Manage…
Job description We are seeking a highly motivated and experienced professional to join our stock broking division as an Assistant Vice President (AVP). The ideal candidate will have deep knowledge of equity markets, broking operations, client acquisition, and regulatory compliance.…
Role Summary & Key Responsibilities: Daily Research & Communication Record and share a daily morning podcast covering global cues, index levels, F&O data, and key technical setups. Share daily technical calls (index & stock specific) with the internal sales, dealing,…