- Identify, evaluate and manage strategic risks and opportunities.
- Ensure compliance with company and industry policies and procedures.
- Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.
- Maintain fruitful relationships with current customers and establish good relationships with new ones.
- Develop and oversee sales and marketing strategies.
- Dealing and execution of trades in Equities, Derivatives, Bonds and Currencies
- Managing resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.
- Maintaining continuous contact with the people involved in the decision making regarding investments
- Acquiring Clients Internally for increasing revenues to the company
- Strengthening and maintaining relationships with High Net Worth clients by offering prioritized servicing and increasing volumes across equity and derivative segments.
- Error-free and smart trade execution, resolving queries and providing solutions in a timely manner, managing risk, maintaining margins and balances as per daily carry forward positions.
- Recommending and discussing trading ideas with clients which include arranging analyst meets with clients, sharing news and important developments in particular scrip.
- Monitoring market movement, with regards to the client's portfolio,so as to avoid extraordinary losses on outstanding positions, and to identify opportunities which arise out of daily price fluctuations.
- Identifying clients potential and offering services accordingly to maximize business income.
Candidate Profile & Skill Requirements
- Bachelors Degree in Finance or related business field
- 2+ years experience in an BM position in the BFSI industry
- NISM Exam clearance & renewal as per requirement
- Exceptional interpersonal communication and relationship-building skills
- Strong understanding of capital markets and investment management
- Excellent communication and writing skills.
- Great leadership skills.
- Strong analytical skills.
