Requirements:

• BCom with over 5 years of experience in NRI Division, Inter CA preferred.
• Must have strong work ethics.
• Must be well organised and a self-starter.
• Ability to communicate effectively - verbally and in writing.
• Update job knowledge by participating in educational opportunities.

Job Description:

• Liaison with NRI clients to pitch investment ideas and get the orders executed through a dealer.
• Give advice on financial instruments such as stocks, bonds and mutual funds.
• Liaison with NRI division of various Bank tie-up partners and custodians.
• Conducting various marketing activities to source NRI investments.
• Working on leads provided by the banks, custodian and client references through various activities like email marketing / social media marketing etc
• Building and maintaining relationships with our business associates.

Domain Related  Mutual Fund quantitative and qualitative analysis like scheme ranking, scheme research, fund manager research, performance attribution, fund house research Customised wealth management research. This would also include closely working with the financial planning & Sales team.

Write timely analytical articles related to various MF by Asset class & NFO, market trends and wealth management  Customized research like due diligence, qualitative assessment  Independently lead assignments and client interactions. Develop strong sector understanding and building strong domain knowledge

Process Adherence  Ensure high quality of analysis and research output Planning and completion of research projects/client deliverables on schedule.

Client Management   / Stakeholder Management Meeting clients at regular intervals for feedback on products; Technical Knowledge (Ratio analysis) and its implementation is a must.

Responsibilities :

• Daily performance, Weekly Tracker; Monthly update
• Portfolio review Model Portfolio,
• Event updates Fund Manager Changes, Interest cut/hike,  Policy changes etc.
• Fund suggestion Existing, NFO
• Company Top picks Vs. Top in Peers
• Fund manager Con-call / Meeting Update
• Training About MF & Analysis, How to pitch for the sales Team, Technical parameters & its Value.
• Industry update By AUM; by AMC, By geographic etc
• Monthly Con-call with branches
• Weekly meeting at HO for  Concerned depts. & sales team
• Investor Meet & awareness presentation

Candidate’s Profile:

Sound knowledge of the mutual funds industry, regulations and investment strategies  Excellent number crunching / MS Excel skills  Excellent presentation and good writing skills  Good grip of mutual fund research tools Working knowledge of prowess, ACEMF, NAVINDIA;  Bloomberg, Reuters preferred.  Ability to think out-of-the box  Independent performer Ability to work in different teams in deadline driven projects

Education: Any Graduate /  PG  (Finance )

Industry:  Broking – BFSI only

Experience: 2 to 4 yrs  ( last experience should be with broking Firm)

Salary:    2.4 Lacs to 4.2 Lacs per annum (As per Industry Standards)

Location: Mumbai

Key Skills & Competencies:-

• Excellent communication and listening skills
• Interest in financial products and markets
• Passion for Sales
• Ability to explain complex information clearly and simply
• Ability to understand customer’s requirements
• Ability to follow up and close deals
• Demonstrate empathy when dealing with customers
• Good mathematical and computer skills
• Attention to detail

Roles & Responsibilities:

• Learn & understand basics of all the financial products
• Understand Company’s research reports for Equity, Commodities etc.
• Source new clients for all the products and services offered by the company.
• Maintain relationship with the existing clients
• Pass on research calls to clients and answers their queries if any.
• Liaise with various departments, in order to provide better client service.
• Prepare MIS and participate in meetings
• Identify possible sales opportunities and generate new business for the company.
• Setting up meetings with new clients

Qualification: Any Graduation

Experience: Min. 2 year’s Experience

CTC: As per the industry standards (14000/- pm to 30000/- pm )

Profile:

Must have 3 to 5 years of experience in running a broking firm. Responsible for developing & leading a branch

The ideal candidate should be an MBA with 3 to 5 years of result orientated track record in a broking firm.

Acheivement of target.

Should be self-driven and have the ability to manage & motivate team members.
Should have a talent for client acquisitions & relationship management.

Job description

1. Job description
   • To develop & maintain a branch. Get new clients & maintain relations with existing ones.
   • Must run a profitable business.
   • Should be able to recruit & promote all financial products from equity to insurance. Similar experience must.
   • Ability to know the workings of the Equity business. Knowledge of Commodity, Mutual fund, Insurance will be helpful.
   • Ability to acquire clients & retain clients.
   • Excellent written & spoken English.
2. Qualification : Graduation with Management / PG course
3. Experience :  Minimum 3 year’s relevant Exp
4. Compensation : Rs. 3.6 lacs to 4.8 lacs pa