Equity Advisor

Genius Consultants; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Genius Consultants in Mumbai seeks a Relationship Manager to manage relationships with High Net Worth Individuals (HNIs), acquire new clients and expand existing ones. You will provide expert guidance on equities, derivatives, trading strategies, and market trends.

You will develop sales plans to meet targets, collaborate with internal teams to ensure seamless execution of transactions, and stay updated on regulatory changes to stay competitive.

Qualifications

• Experience in wealth management or private banking environments.
• Strong communication and interpersonal skills with High Net Worth clients.
• NISM certification and knowledge of equity and derivatives markets.

Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
• Provide expert advice on equities, derivatives, NISM certification, trading strategies, and stock market trends.
• Develop and implement effective sales plans to meet targets and achieve business objectives.
• Collaborate with internal teams to ensure seamless execution of client transactions and resolve any issues that may arise.
• Stay up-to-date with industry developments and regulatory changes to maintain a competitive edge.

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
• Provide expert advice on equities, derivatives, NISM certification, trading strategies, and stock market trends.
• Develop and implement effective sales plans to meet targets and achieve business objectives.
• Collaborate with internal teams to ensure seamless execution of client transactions and resolve any issues that may arise.
• Stay up-to-date with industry developments and regulatory changes to maintain a competitive edge.