Advising/ HNI/Ultra HNI clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows.
Sourcing & deepening of relationships from existing customer base of customers
Work in close coordination with the team to ensure all clients acquired from the assigned area are serviced and trade actively.
Develop business, maximize revenue generation & other business/vectors
Selling Equity based investment ideas to the base & to generate brokerage primarily through advising them on their equity portfolio and work on other business vectors.
Should be target-driven, self-starter and effective in servicing skills and conflict management.
Perform Trades as per the approval / orders of the customer (Especially, NSE, BSE and F&O) Communicating with clients
Skills required - well-versed with Terminal and MS Office
Moneygain is a complete wealth management firm established in with man experience of over 90 years in the financial services industry. Founded by a team of ex-private bankers & equity market professionals the firm has offices in New Delhi and Cha... Read More