Equity Rm / Tl Job in Quotient Consultancy
Equity Rm / Tl
Quotient Consultancy
4+ weeks ago
- Bengaluru, Bangalore Urban, Karnataka
- Not Disclosed
- Full-time
- Permanent
Job Summary
Dear Candidate ,
Greeting for the Day.
Here is the chance to work with one of the leading Broking/Finance Firm.POSTITION :- ERM ( Equity Relation Manger) TL ( Team Leader)
Job Role and Responsibilities:-Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.Managing client relationship and generate AUM from preferred clients.Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.To conduct and assist in organizing seminars, workshops and other business development activities.
Desired Candidate Profile ONLY FROM BROKINGFIRM ( NO BANK )Min Exp 2 years
Location :- BangaloreCandidates willing to Relocate can apply.Experience: 2 to 7 years
Greeting for the Day.
Here is the chance to work with one of the leading Broking/Finance Firm.POSTITION :- ERM ( Equity Relation Manger) TL ( Team Leader)
Job Role and Responsibilities:-Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.Managing client relationship and generate AUM from preferred clients.Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.To conduct and assist in organizing seminars, workshops and other business development activities.
Desired Candidate Profile ONLY FROM BROKINGFIRM ( NO BANK )Min Exp 2 years
Location :- BangaloreCandidates willing to Relocate can apply.Experience: 2 to 7 years
Experience Required :
2 to 6 Years
Vacancy :
2 - 4 Hires
Similar Jobs for you
Help us improve JobGrin
Need Help? Contact us