Branch Manager

29

Applications

Bangalore
Full-Time
Mid-Level: 4 to 6 years
4L - 10L (Per Year)
Posted on Feb 21 2023

About the Job

Skills

Operations
Business
Finance
Revenue Generation
Equity Derivatives
share market
NISM certificate

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

Industry

Financial Services

Company Size

201-500 Employees

Headquarter

Bangalore

Other open jobs from Aditya Trading Solutions