Hiring for Executive/sr. Executive- Wealth Management in Navi Mumbai, for Exp. 3 - 7 yrs at Kisan Ratilal Choksey Shares & Securities Pvt. Ltd.
Esteemed client of Orion TrueTech Services India Mumbai, Maharashtra, India
Jan 28, 2018Full time
Job Description:To manage the new & amp amp existing clients equity portfolio by doing regular analysis, restructuring & amp amp profit booking in clients equity portfolio. To generate leads through advisory by doing trade for clients and giving confirmation for the same to the clients. Responsible for maintaining the daily trade file received from dealers. Coordinating with Fund Manager & amp amp Research Team to get the information on specific news or stocks, or any IPO' s etc. Handling all Client queries in equity and servicing them also providing service for the queries related to back office or AMC' s and passing to the concern person. To keep a track on debit balance or payout (Credit bal.) of clients by sending regular transaction details and to do the follow up & amp amp collection for the same on timely basis Providing Industry or stock specific information as required by clients Handling Queries related to Mutual fund and providing them recommendation for the same. Advising client for investment in Mutual Fund, & amp amp non equity products such as FD, Bond, NCD, IPO, Life Insurance, General Insurance. Acting as front office contact for the Sub brokers & amp amp Np for non equity. Marketing & amp amp Promotion of NCDs , Bonds thru emailer. Preparing Consolidated MIS, Segment & amp amp RM wise. To provide customer service with resolution within TAT. Handling FP client queries. Gathering client data, including goals. Analyzing and evaluating financial status. Developing and presenting Financial Planning recommendations and/or alternatives. Implementing the Financial Planning recommendations. Monitoring the Financial Planning recommendations. Remove dependency. Create a back up for day to day activity. Keeping update on Regulatory Changes & amp amp Market Changes. Leadership & amp amp Administrative skills, Decision Making skills / Problem Solving skills, Time management / Discipline , Analytical Skills, Communication Skills, Presentation Skills.