Executive
Executive
Posted on :
25-08-2025
Employer Active
1 Vacancy
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Job Description
- Deep Knowledge of Depository Operations.
- Sharp Knowledge of Local DPM e-DPM DMS and i-Assist and CDAS system.
- Document knowledge: Demat Remat MF redemption Account opening (Individual and Non-Individual)
- DIS Execution Scan process.
- Account Closure Transmission Closure-Cum-Transfer.
- DIS issuance.
- Graduation must.
- NISM VI must.
Requirements Experience: Minimum 5 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs. Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships. Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading. Experience in both banking and broking environments, managing Premier Clients, will be highly preferred. Educational Background: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additional certifications such as CFA, CFP, or equivalent are an advantage. Skills & Competencies: Strong sales and business development skills, with a proven ability to build relationships and drive -depth knowledge of wealth management products, investment strategies, and market dynamics. Hands-on experience with stock market trading and understanding of algorithmic trading strategies. Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients. Leadership skills, with experience in managing, mentoring, and motivating a team. Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions. Ability to work under pressure and meet sales and business growth targets. Personal Attributes: Client-focused with a high level of professionalism and integrity. Self-motivated, results-driven, and capable of operating independently as well as part of a team. Entrepreneurial mindset with the ability to drive business growth in a competitive market.
Employment Type
Full Time
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