RM / Senior RM NRI Desk, Equity Broking

Responsibilities :

• Handling NRI Clients and Achieving Revenue :
• Manage NRI clients and achieve revenue through broking of Equity , Derivatives , Commodity , Currency , and cross-sell products like Mutual Funds , PMS , and AIFs to existing acquired NRI clients from Dubai and other offshore locations.
• Client Acquisition and Relationship Management :
• Acquire clients through Demat sourcing , enhancing, and upgrading client relationships.
• Profile clients and suggest financial products (Equity) based on their risk appetite and needs.
• Acquiring new clients through referrals from existing clients.
• Investment and Wealth Management :
• Coordinate with clients daily for investment in Equity and other wealth products like Mutual Funds , PMS , SIPs , AIFs , etc.
• Help clients execute trades online and place orders on their behalf.
• Revenue and Client Profitability :
• Achieve healthy revenues without compromising on client profitability .
• Activate inactive clients through regular follow-ups and communication.
• Client Communication and Support :
• Regularly follow-up with clients to handle queries and provide support.
• Market Awareness :
• Stay updated with micro & macroeconomic indicators , global and domestic financial markets, and their impact on stock movements .
• Client Acquisition and Management :
• Responsible for acquiring and managing new NRI and HNI clients.

Skills Required

Portfolio Management Services, Mutual Funds, Bonds