RM / Senior RM NRI Desk, Equity Broking

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk.

2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.

3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,

5) Help customers to Execute trade online and place orders on behalf of customers.

6) Achieve healthy revenues without compromising on clients profitability.

7) Acquiring new clients through existing clients referrals.

8) Activating inactive clients through regular followups.

9) Regularly following-up with clients and handling their queries.

10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.

11) Responsible for adding new NRI and HNI Clients

12) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives)

13) Handling NRI Clients for Equity Broking

14) Domain Knowledge of Products like - Equity / Stock Broking, PMS, Mutual Funds, AIF, Bonds

15) Experience in handling B2C

Skills Required

Portfolio Management Services, Mutual Funds, Bonding