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a. To provide strategy to maximize the client wealth.
b. Client Interaction.
c. New Registration
d. Dissemination of file
e. Picking and existing stocks/ investment at right price.
f. Performance Report and its comparison with peers.
g. Policies of Sharing, On Boarding and Picking up of Stocks.
h. Alternative Investment and Strategies.
i. Client Financial Planning.
j. Planning, Re-balancing of client stock.
Experience and Basic Qualifications
a.) Minimum 10 years experience with last 3 years with Stock Broking/ PMS / Mutual Fund.
b.) Post- Graduate with added qualification of NISM in Research or PMS.
If interested, please revert with the following Details.
NOTE: Immediate Joining’s are preferred or minimum 30 days of Notice Period.
|Experience||10 - 20 Years|
|Salary||80 Thousand To 20 Lac P.A.|
|Industry||Education / Teaching / Training / Counselling / Academic|
|Qualification||B.Com, M.Com, CA, CS, ICWA|
|Key Skills||equity Portfolio Manager Derivatives Dealer Stock Broker Mutual Funds PMS Compliance Manager shares|
|Contact Person||Caliber Hunt Consultants|
|Address||Rohini, Sector - 13|