Mid-Level: 4 to 6 years
4L - 10L (Per Year)
Posted on Feb 20 2023

About the Job


share market
Revenue Generation
NISM certificate
equity derivatives

JOB location : Bangalore , Pune , Hubli , chennai

1.To develop and manage relationships with High net worth clients in order to provide them 

with investment products and services in line with their risk profile

2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on UHNI and HNI segments to achieve targets.

3· Responsible to manage team of Equity dealer / equity advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.

4· Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

5· Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch                                                   6. To continuously track market trends and customer requirements and help the product

team in designing new products based on the feedback received

About the company

ATS Wealth Managers is a private equity boutique based out of Bengaluru. We, at ATS, believe that everyones financial needs are unique to them and thus, we strive to tailor the perfect portfolio specific to each of our clients. We have a simple SMART goal strategy (Specific, Measurable, Achievable, Relevant, and Timely, SMART) that we try and inculcate at every level of our organization. As a way ...Show More


Financial Services

Company Size

201-500 Employees



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