Founder & Director at Prodigy Recruitment & Consulting
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Senior Manager/Dealer - Wealth Planning & Equity Advisory - Broking Firm (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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