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Business Development Executive/manager

Pune
Full-Time
Junior: 1 to 3 years
2L - 5L (Per Year)
Posted on Feb 20 2023

About the Job

Skills

share market
Equity Derivatives
equity derivatives

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

  *Need to open Demat & Trading account.

2. To meet the product targets

3. Recommendation of products as per client requirement.

4. Manage 40 to 50 clients

5. Should generate leads and cover 3x times of cost.

6. Responsible for initial acquisition of clients & then taking business forward with

   Coordination of HOD.

7. Should maintain & continuously develop a high end client base.

8. To have specialized knowledge on the Private Client Product Suite, Indian Stock

  Market.

  Need to acquire HNI clients

9. 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

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