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Manager Equity Sales

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

Responsible for handling and expanding portfolios of Retail /HNI clients for EquityKeeping them updated on the research calls being made by the organization and advising them on the asset allocation within their portfolioResponsible to retain existing assets, and increase new assets under management and grow revenues generatedCover the designated market and contribute towards building and running the firms marketing and sales effort.Identify and develop a base of new institutional andHNI clients.AdviseHNIs on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term.Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.Responsible for identifying customer needs and assessing their risk appetitePrepare and execute a sales plan for the assigned relationship accounts.Monitor clients product preferences and assess their investment goals, and work closely with the Senior Management, Capital Markets in structuring the appropriate products.Liaise between the clients and the companys specialist desks and cross sell the company s full range of financial services and productsMaintain records of clients and provide timely progress reports to management. * You may also be responsible for preparation of marketing materials and presentations of the companys products and services.Responsible for revenue generation in terms of brokerage.Manage customer meetings and sales process as part of his reporting structure.Conducting market research for generating business thereby adding for revenue generation.Preparing and maintaining MISreportDesired Candidate ProfileMBA with 4 to 7 years of experience in Equity SalesShould have strong networking and relationship building skillsAdequate knowledge of the Equity market and the dynamics of Broking business Functional AreaIn-depth knowledge of the economic trends and events and their potential effect on customers assetsExcellent command of the English language, communicationSuperior sales skills, Customer Focused, Strong process understanding, Self-starter
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 4-7


Accounting/Financial Products | Banquet Sales | Channel Sales | Client Servicing
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