Job Description

Job description:

Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.

Will be responsible for Training and educate the sales team, DSA, AP and business associates.

Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance through B2B and B2C channel.

Will be responsible for acquiring NRI and FPI clients for trading in GIFT city exchanges.

To conduct and assist in organizing seminars, workshops and other business development activities.

To achieve budgeted targets in terms of number of clients/volume of business & assets.

To research, investigate and update themselves on available investment.

Key products to be handled are - US/Global stocks, advisory portfolio, AIF's, Insurance, NRI investments and FPI's.

Qualification:

CFP / CFA / MBA in Finance / Marketing

Experience:

3+ year experience in Banking/financial services/ Broking Company and AMC's

Key Skills:

Should be an individual performer

Handling a reasonable book size

Pleasant personality and good communication skills.

Candidates having experience of dealing with NRI's and working in GIFT city would be preferred.

Job Types: Full-time, Permanent

Pay: ?35,000.00 - ?50,000.00 per month

Work Location: In person