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Project Details

Expert - Retail Brokerage and Investments

A top tier consulting firm

 Mumbai / Navi Mumbai

Posted on:  20/08/2018

Cinque Terre

Starts on:  27/08/2018

BROAD CATEGORY

Strategy and Business Development

SUB CATEGORY

Strategy development, Business planning processes, Business development, Corporate Strategy,

INDUSTRY

Investment products and services

Company Details

A top tier consulting firm

Assignment Details

Our client, a top tier consulting firm, is looking for an expert who has good understanding of retail brokerage and investments space (HNI segment) to assist them on their ongoing project.

Some of the key deliverables include -
1) Assist in developing value proposition in the retail brokerage and investments space (HNI segment)
2) Assist in understanding the trends and market landscape in India - understanding the top categories of spending - growth trends, comparisons, etc. of HNIs
3) Guide the team in understanding the implementation strategies and the capabilities required
4) Help the team understand the potential market risk and assist in the development plans for the company

The Expert would be required to work 1-2 days per week for a period of 5-6 weeks at client's location in Mumbai.

Skills Required

1) Preferably an ex-employee of any retail brokerage firm like Zerodha, Motilal Oswal, Angel Broking or any HNI segment RM from Kotak Securities, ICICI Securities, etc.
2) Strong knowledge of the investment business and the retail brokerage sector
3) Ability to articulate complex information simply and clearly

Assignment Duration

2 month(s)

Capacity Required

10-15 Hrs/Week

No. of Positions

1

Nature of Work

On-Site

Profile Requirements

Experience: 12+ years

Qualification: Post Graduate or Higher

fleXpertise required

private bankingasset managementretail brokeragewealth management

ESTIMATED BUDGET

-

 

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