Client Acquisition & Relationship building with clients .Daily Interaction with clients, briefing them with our latest research report and script , sector specific recommendations and above all wealth building
You will be responsible for all facets of the calculation of net asset values on a variety of private equity funds. You will be managing a team of fund accountants, while working closely with a group of clients.
Executing Clients Orders, Doing trades, Mapping Clients & I D (Restigating user to number of clients) Solving Queries, Giving limit on line,Taking Backups, Routine Debtors follow-up. The candidate should be good in communication, quick learner.
Fundamental Analysis of companies for portfolio & research purposes. Tracking market fundamentals, equity market. Preparing reports & stock notes on the equity and stock-specific work Understanding and identifying the potential risks in Market,
Reporting to the Sales Manager/Branch Manager the incumbent will be responsible for acquisition of new business and sales management for the assigned territory / accounts. The job involves planning and execution of sales plans