Equity Advisor - Private Client Group - Bank

Brief on PCG-Equity advisory role

Roles across Mumbai, Delhi and Bangalore

Role is to :

- Cater to HNI / UHNI Clients (CEOs / CFOs / Investor& trader who invest in Direct Equity / Promoters)

- Thorough knowledge of all capital market products for HNI's, with a proven capability of working with the clients to service their needs related to these products.

- Client acquisition & advisory

- Should have good client relationship management skills

- Excellent communication skills are a must

- Understanding of Equity / Derivative / Currency Derivative / Interest rate derivative segment / Risk management

1. Minimum 7 -12 years experience in Financial services of which atleast 5 - 6 years in the Private banking/PCG space with a strong base of client relationships at the ultra High Networth individuals/families.

2. Effective and clear communication both oral and written, Persuasive - selling skills

3. Pleasing personality

4. Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.

Require following details from candidate:

Last 3 years rating & revenue
Current AUM
Current CTC
Last 3 yr variable / incentives
Location preference

Seema
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