Bank Jobs : India Infoline
Location : Mumbai , Margao
Designation : Senior Manager - Advisory / Business Development Manager
Job Description :
* Active interaction with premium clients and advising them on their portfolio
* Client portfolio to comprise of Equity, MF, Debt and Structured Products
* Act as an interface between IIFL research and clients
* Involves dynamic monitoring of client positions and passing on trading and investment strategies
* Responsible for revenue generation along with ensuring client profitability
* Responsible for conducting research on specific sectors and a detailed study of the respective companies
* Responsible for business development through acquisition of high networth clients.
* Responsible for identifying customer needs and assessing their risk appetite.
* Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
* Responsible for achieving targets based on acquisition and revenue generation through equity.
* Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships.
* Provide regular updates to the immediate superior as and when required.
Company Profile :
The IIFL (India Infoline) group, comprising the holding company, India Infoline Ltd (NSE: INDIAINFO, BSE: 532636) and its subsidiaries, is one of the leading players in the Indian financial services space. IIFL offers advice and execution platform for the entire range of financial services covering products ranging from Equities and derivatives, Commodities, Wealth management, Asset management, Insurance, Fixed deposits, Loans, Investment Banking, GoI bonds and other small savings instruments. IIFL recently received an in-principle approval for Securities Trading and Clearing memberships from Singapore Exchange (SGX) paving the way for IIFL to become the first Indian brokerage to get a membership of the SGX. IIFL also received membership of the Colombo Stock Exchange becoming the first foreign broker to enter Sri Lanka. IIFL owns and manages the website, www.indiainfoline.com, which is one of India’s leading online destinations for personal finance, stock markets, economy and business.
IIFL has been awarded the ‘Best Broker, India’ by FinanceAsia and the ‘Most improved brokerage, India’ in the AsiaMoney polls. India Infoline was also adjudged as ‘Fastest Growing Equity Broking House - Large firms’ by Dun & Bradstreet. A forerunner in the field of equity research, IIFL’s research is acknowledged by none other than Forbes as ‘Best of the Web’ and ‘…a must read for investors in Asia’. Our research is available not just over the Internet but also on international wire services like Bloomberg, Thomson First Call and Internet Securities where it is amongst one of the most read Indian brokers.
Full Job Description :
* Good understanding of capital markets & research (fundamental, technical & derivatives)
* Minimum experience of 04 to 07 yrs in equity advisory and dealing, servicing high net worth clients
* MBA or CA preferred
* Excellent communication skills, avid reader, winning attitude and aptitude are mandatory.
* Post graduate with 1 – 3 years of experience into Broking- PCG team / Priority banking /Wealth management team.
* Aggressive and confident individuals with sound equity knowledge.
* Good communication skills and presentation are a prerequisite
Eligibility : CA,MBA/PGDM - Any Specialization
Job Description :
* Active interaction with premium clients and advising them on their portfolio
* Client portfolio to comprise of Equity, MF, Debt and Structured Products
* Act as an interface between IIFL research and clients
* Involves dynamic monitoring of client positions and passing on trading and investment strategies
* Responsible for revenue generation along with ensuring client profitability
* Responsible for conducting research on specific sectors and a detailed study of the respective companies
* Responsible for business development through acquisition of high networth clients.
* Responsible for identifying customer needs and assessing their risk appetite.
* Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
* Responsible for achieving targets based on acquisition and revenue generation through equity.
* Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships.
* Provide regular updates to the immediate superior as and when required.
Company Profile :
The IIFL (India Infoline) group, comprising the holding company, India Infoline Ltd (NSE: INDIAINFO, BSE: 532636) and its subsidiaries, is one of the leading players in the Indian financial services space. IIFL offers advice and execution platform for the entire range of financial services covering products ranging from Equities and derivatives, Commodities, Wealth management, Asset management, Insurance, Fixed deposits, Loans, Investment Banking, GoI bonds and other small savings instruments. IIFL recently received an in-principle approval for Securities Trading and Clearing memberships from Singapore Exchange (SGX) paving the way for IIFL to become the first Indian brokerage to get a membership of the SGX. IIFL also received membership of the Colombo Stock Exchange becoming the first foreign broker to enter Sri Lanka. IIFL owns and manages the website, www.indiainfoline.com, which is one of India’s leading online destinations for personal finance, stock markets, economy and business.
IIFL has been awarded the ‘Best Broker, India’ by FinanceAsia and the ‘Most improved brokerage, India’ in the AsiaMoney polls. India Infoline was also adjudged as ‘Fastest Growing Equity Broking House - Large firms’ by Dun & Bradstreet. A forerunner in the field of equity research, IIFL’s research is acknowledged by none other than Forbes as ‘Best of the Web’ and ‘…a must read for investors in Asia’. Our research is available not just over the Internet but also on international wire services like Bloomberg, Thomson First Call and Internet Securities where it is amongst one of the most read Indian brokers.
Full Job Description :
* Good understanding of capital markets & research (fundamental, technical & derivatives)
* Minimum experience of 04 to 07 yrs in equity advisory and dealing, servicing high net worth clients
* MBA or CA preferred
* Excellent communication skills, avid reader, winning attitude and aptitude are mandatory.
* Post graduate with 1 – 3 years of experience into Broking- PCG team / Priority banking /Wealth management team.
* Aggressive and confident individuals with sound equity knowledge.
* Good communication skills and presentation are a prerequisite
Eligibility : CA,MBA/PGDM - Any Specialization
Experience : 1 - 7 Years
Functional Area : Banking, Insurance
Location : Mumbai , Margao
