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Expert - Retail Brokerage and Investments

  • 10-15 Hrs/Week
  •  On-Site - Mumbai / Navi Mumbai
  • 2 months
  • Project posted on: 20/08/2018
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Expert - Retail Brokerage and Investments

  • Strategy and Business Development
  • Strategy development
  • Business planning processes
  • Business development

On-Site - Mumbai / Navi Mumbai

10-15 Hrs/Week

2 months

 20/08/2018

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

About the Client

A top tier consulting firm

Industry

Financial & Investment

Minimum Experience:

12+ years

Additional Skills:

  • wealth management
  • retail brokerage
  • asset management
  • private banking

No of open positions:

1

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