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Key Responsibilities:
Manage and advise HNI/Affluent clients on investment opportunities.
Drive AUM growth and achieve acquisition targets.
Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares.
Conduct periodic portfolio reviews and provide customized wealth solutions.
Build and maintain long-term client relationships.
Collaborate with branch teams to drive business growth.
Eligibility:
Post-graduate preferred.
2+ years of experience in Wealth Management, Investment Advisory, Private Banking, or HNI Relationship Management.
Strong knowledge of Mutual Funds, PMS, AIF, Equity Markets, and Wealth Products.
Excellent client acquisition and relationship management skills.
Graduate/Post Graduate/MBA with 1 year of experience from BFSI
Work Experience 1+ Years of Sales experience,
Preference to NISM Certified candidates with experience in new client acquisition
Critical Skills Required
Relationship Management
Influencing Skills
Technical - Product Knowledge
Presentation skills
Interpersonal skills
Effective Communication
Result oriented with proper adherence to compliance
Negotiation skills
Tradeplus - Online Brand of Navia Markets Ltd.- Navia Markets Limited is a financial services company established in the year 1983. It is widely known by its online brand Tradeplus and one of the fastest-growing discount broker in India. - Transparency, Technology and Timely service are our guiding principles. We understand that people do business with people they trust and understand. - We build trust among the customers by empowering our employees. We enrich the employees to work efficiently and smartly. Our company has received NSDL Star Performance Award for the years 2013, 2015, 2016, 2017 & 2018.
DUTIES & RESPONSIBILITIES:
- Ensure that smooth functioning for the Operations department consists of the trade process, settlement of funds and securities, IPO and Mutual Fund back end processes.
- Prepare various reports required for regulatory compliance and submit within the time limit for NSE, BSE, MCX and SEE etc.
- Handle internal, external and regulatory audits- Supervises/leads/coaches Operations staff wherever needed.
- Study the various regulatory circulars and plan for effective implementation with the guidance of HOD for compliance.
- Ensure to send various communications to the clients on a daily, monthly and quarterly basis within TAT after completing the trade and settlement process.
- Settle the funds and securities to the client on a timely manner as stipulated by the regulator and the policies of the company.
WORK EXPERIENCE AND QUALIFICATIONS :
PREFERRED EDUCATION REQUIREMENT:
Masters in Finance or CA / ICWA / ACS Intermediate
REQUIRED SOFT SKILLS :
- Set high standards for self and other team members.
- Foster an enabling environment where ideas are allowed to put to practice.
- Meet deadlines on assignments, juggle multiple tasks.
- Commitment to goals & Values
- Acts as a Team Player collaborate & support Colleagues / Peers within the department and across the company while still being able to work independently when needed.
REQUIRED BEHAVIORAL SKILLS :
- Excellent knowledge of Banking, Stock Broking business operations attained through a minimum of 5 years of work experience.
- Excellent Written & Verbal communication skills.- Proficiency in MS office especially with V- lookup & Pivot tools of Excel.
- Excellent time management and organizational skills.
- Have great attention to detail.
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