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21/12 Vijay Bajirao Chavan
Director - HR at Solis Invicti Consultancy Pvt Ltd

Views:20 Applications:6 Rec. Actions:Recruiter Actions:4

HNI Equity Dealer/Wealth Dealer - Sales - Bank (5-10 yrs)

Mumbai/Navi Mumbai Job Code: 305118

URGENT Required PCG: HNI Equity Dealer / Wealth Dealer for reputed financial service company at BKC, Mumbai

we seek applications for the positions of HNI Equity Dealer / Wealth Dealer for reputed financial service company at BKC Mumbai with lots of growth prospects in your career.

Prospective candidates will have minimum 5 to 8 years + Experience in dealing experience with research mind set of more than 5-6years on ODIN across all segments.

Client Profile:

Our client is incorporated in 1995, is a leading Mumbai headquartered Financial Services Company providing Investment Banking & Corporate Advisory services to business houses, corporates across wide range of industry sectors. We work closely with companies across all stages of its growth cycle by advising a mix of need-based options such as equity fund raise, structured lending, restructuring etc.

Industry: BFSI Sector - Financial Service Company

Designation: HNI Equity Dealer / Wealth Dealer

Number of Positions: 01

Job Location: BKC, Mumbai.

Gender: Male / Female

Working Days: 5 days in a week

Job Timing: 9:30am - 6:30pm

Qualification: Graduate/MBA/CA/CFP

CTC: 5L PA to 8L PA

Joining: Immediate / ASAP

Experience: 5 to 8 years + Experience in Dealing experience with research mind set of more than 5-6years on ODIN across all segments. Should have dealt with Ultra HNI investors and able to analyses market information and results on online basis.Client satisfaction is key hence efficient communication skills and analytical mind set is essential.

Job Description:

Main responsibilities included but not limited to:

- Coordinating with clients for their daily trades on the BSE/NSE /Currency.

- Placing orders of clients taken through phone lines in Odin trading terminal.

- Making confirmation of orders and trades done during the day to clients.

- Advising clients with requisite information regarding the market condition and any company specific information required by them.

- Communicating trading calls and investing ideas to customers.

- Regularly following-up with clients and handling their queries.

- He / She should have experience of operating BSE, NSE cash and Derivatives, MCX & NCDEX terminal on one screen.

- Liasoning and dealing with clients

- The person should be able to source PCG /HNI / UHNI Clients with from existing clients and other market references.

Important Note:

- Candidate should be from Broking Industry

- Preferred Gujarati / Marwadi Candidates...

- Prior experience of working in Brokerage is essential.

- NISM certification is Mandatory.

To apply, please drop a line with CV/references/ brief introduction and current coordinates or Please Feel free to have further clarification on 9322280682.

Vijay Bajirao Chavan - Director
Solis Invicti Consultancy Pvt. Ltd.
Mumbai | Navi Mumbai | Whatsapp : 9322280682 |

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