Investment Advisor @ Icap Financial

Responsibilities and Duties:
Will be responsible for primarily selling Equity based investment products/ PMS (Portfolio Management) to HNIs.
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
Responsible for achieving targets as assigned by the organization on a monthly basis.
Provide regular updates to the immediate superior as and when required.
Must have the contact of strong HNI client base minimum 50-100.
Must be managing Asset under Management (AUM) of 5-50cr.
To ensure doubling of the Current AUM and out performance on a sustained basis.
To successfully launch and implement New Schemes.
Strong communication and branding of the PMS.
Must able to handle and manage Fund Accounting.
Should focus and devise strategies having customer service orientation.
Communication skills and sales skills should be strong.
Required Experience and Qualifications:
Must be a graduate/ Post graduate from Finance /Marketing domain with minimum 6-months experience in a stock broking firm only are qualified.
Understanding of PMS and Mutual Fund/AIF - Operations, MS Office, Wealth Spectrum system mandatory
Please see that the candidates only from Bangalore can apply.
Need Candidates with prior experience of acquiring, managing and servicing Ultra High/High Net worth Clients across all asset classes in a Broking/Private bank/wealth management setup.
NCFM/NISM Certification is an added advantage
Must have the ability to work individually and as a group. Should be self-driven and target oriented.
Achieve best in class productivity in order to maximize the efficacy of the sales process.
Should act as a productive resource by fulfilling the budgetary expectations of the organization.