Manager - Private Clientele Group - Ultra HNI - Broking House

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Location: Nagpur Maharashtra

Category: Finance / Bank / Stock Insurance

Industry: Insurance

Position: Sales/Business Development-Manager

Job type: Full Time, Permanent

Experience: 4 - 9 years

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Manager - Private Clientele Group - Ultra HNI - Broking House (4-9 yrs)

- Identification of new investment ideas for proprietary & HNI’s portfolio’s

- Keep tab on investments & trading positions of serviced clients using all available resources

- Identification and pitching of new investment ideas -to Investment Committee team

- Acquiring clients through existing clients referrals

- Advising Corporate HNI clients with respect to their Investment Portfolios

- Tracking a mix of Large & Midcap stocks across sectors

- Supporting sales team with right client profiling
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