Address- Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above.
- Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with by focusing more on research & deep knowledge based advise
- Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity will be given existing book to manage - should apply deep market understanding & advance strategies to increase book size & revenue will be responsible to meet large customers and BA on regular basis will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable.
- Creating large option book along with revenue & maximum activation of BA customers though quality advisory
- Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity
REQUIREMENT:
- Candidate should have relevant 3 years of experience in capital/Derivative market
- Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)
- Should have excellent understanding of Derivatives, specifically Option strategies
- Must have good communication and should be aggressive and passionate about market
- Should have long term view and hunger for growth
