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Urgent Requirement For Trader/rm - Bangalore/chennai Location

3 - 8 Years

Bengaluru, Chennai

INR 4,00,000 - 9,00,000 PA.

Posted: 29 days ago

Job Description


Sales Trader:

Need to do dealing/ brokerage generation

Managing relationship with acquired customers

To constantly engage with customers to identify their talent and express needs on non equity products and position company offerings to the them.

To ensure constant dissemination of product information and features of all new third party products Shifting / Introducing own HNI Offline Equity Clients to the Company's Platform.

Generate large volumes on equity & derivative terminal from self-Introduced Clients

Equity Advisory (Advice client on equity markets buy stock).


Relationship Manager:

Responsible for Aquiring Clients (Retail /HNI clients )

Responsible for sourcing Demat account , sales of Mutual fund 
 
Responsible for achieving targets based on acquisition and revenue generation through equity

Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships

Provide regular updates to the immediate superior as and when required


Asset Under Management(AUM)


PRE-REQUISITES: -

Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up

ROLES & 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 clients

To 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.

Required Candidate profile


Experience: 2 to 15 Years

Minimum Graduate with atleast 2 years of Experience in Investment Products.

Ready to do Individual Sales

Should be from Banking / Broking / Insurance industry / Wealth will be preferred for this position.

Should have good oral and written communication, interpersonal and analytical skills

Interested Candidates Please share your updated profile for below mail Id:

ashwini.y@iifl.com


Salary: INR 4,00,000 - 9,00,000 PA.
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Financial Services/Stock Broking
Role: Sales/Business Development Manager-Broking
Employment Type: Full Time, Permanent

Company Profile

IIFL Securities Limited
IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
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Contact Details

Recruiter Name:Ashwini

Contact Company:IIFL Securities Limited

Telephone:7824874001