Job Description
Job Title: Team Leader - Trading, Asset & Wealth Management
Company: Rio Capital Investment Advisor (SEBI Registered)
Role Overview:
As a Team Leader at Rio Capital Investment Advisor, you will play a pivotal role in guiding, monitoring, and leading a dynamic team engaged in trading and stock market advice activities. The primary focus of this role is to ensure the team's efficiency, motivation, and positive communication to drive successful outcomes in the investment and stock market domain.
Responsibilities:
Leadership and Team Management:
Lead, mentor, and motivate a team of professionals engaged in trading, asset management, and wealth management.
Foster a positive and collaborative team culture to drive productivity and achievement of team goals.
Performance Monitoring and Analysis:
Oversee the team's performance metrics and conduct regular assessments to identify areas for improvement.
Analyze trading strategies, asset allocation, and wealth management practices to enhance overall team performance.
Strategic Planning:
Collaborate with the management to develop and implement strategic plans for trading, asset management, and wealth creation.
Stay abreast of market trends and industry developments to align team strategies accordingly.
Client Engagement:
Interact with clients to understand their investment goals and risk tolerance.
Provide guidance on suitable investment strategies and ensure a high level of client satisfaction.
Compliance and Regulatory Adherence:
Ensure that all trading and investment activities comply with SEBI regulations and other relevant laws.
Collaborate with compliance teams to address regulatory requirements.
Qualifications:
Education: Graduate in a relevant field.
Experience: Proven experience in trading, asset management, or wealth management with a minimum of 1 years of leadership experience.
Certification: SEBI Registration for Investment Advisory.
Key Skills:
Leadership: Strong leadership and team management skills.
Analytical: Excellent analytical and problem-solving abilities.
Communication: Effective communication and interpersonal skills.
Market Knowledge: In-depth understanding of the investment and stock market.
Regulatory Compliance: Knowledge of SEBI regulations and compliance requirements.
Client Focus: Ability to understand and address client needs effectively.
Employment Details:
Type: Full Time, Permanent
Department: Investments & Trading
Role Category: Trading, Asset & Wealth Management
Join Rio Capital Investment Advisor to lead a dynamic team in the exciting realm of trading, asset management, and wealth creation. Be part of a company committed to excellence, client satisfaction, and regulatory compliance in the investment and stock market industry.
Job Title: BUSINESS ANALYST, SENIOR BUSINESS ANALYST
Company: Rio Capital Investment Advisor (SEBI Registered)
Role Overview:
As a business analyst at Rio Capital Investment Advisor, you will be a crucial part of our dynamic team responsible for driving sales and revenue growth in the investment and stock market sector. Your role involves engaging with potential clients, understanding their investment needs, and promoting our services to build lasting relationships.
Responsibilities:
Client Acquisition:
Identify and prospect potential clients interested in investment and wealth management services.
Conduct presentations and product demonstrations to showcase the value proposition of Rio Capital's offerings.
Relationship Building:
Cultivate strong relationships with clients to understand their financial goals and investment preferences.
Provide personalized advice and solutions to meet client needs effectively.
Sales Targets:
Meet and exceed sales targets by effectively selling investment advisory services.
Collaborate with the sales team to develop strategies for business expansion.
Market Research:
Stay informed about market trends, competitor activities, and industry developments.
Utilize market knowledge to position Rio Capital's services competitively.
Client Engagement:
Respond to client inquiries promptly and professionally.
Address client concerns and provide appropriate solutions to ensure satisfaction.
Sales Reporting:
Maintain accurate and up-to-date records of sales activities and client interactions.
Generate regular reports on sales performance for management review.
Qualifications:
Education: Graduate in a relevant field.
Experience: Proven experience in sales, preferably in the financial services or investment industry.
Certification: SEBI Registration for Investment Advisory (preferred).
Key Skills:
Sales Acumen: Strong sales and negotiation skills.
Communication: Excellent verbal and written communication abilities.
Client Relationship: Ability to build and maintain strong client relationships.
Market Awareness: Understanding of investment products and market dynamics.
Target Driven: Goal-oriented with a focus on achieving and exceeding sales targets.
Employment Details:
Type: Full Time, Permanent
Department: Sales
Role Category: Sales Executive
Qualifications:
Experience Requirements:
Skills:
- DCA, NISM, MBA FINANCE, DIGITAL WORKSHOP
