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Nri-advisor (International Business)

3 months ago

Mumbai, Maharashtra, India InstaTalent Recruit LLP Full time

Job Description:

ROLES & RESPONSIBILITIES:

  • Advising HNI/Ultra HNI clients on equity, derivatives and option strategies.
Prospect servicing & acquisition of new clients & retaining the old clients by periodic meetings.

Creation of revenue & activation of clients through effective advisory.

Understanding investment objectives and suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.

Building AUM, generating revenue through new and existing clients.

Provide excellent customer service and support to clients throughout the sales process and beyond.

JOB SPECIFICATIONS REQUIRED:

Strong knowledge of investment products and financial markets.

Handling a reasonable book size/ Pre-Existing AUM.

Self-starter, proactive & target oriented.

Qualifications:

A Graduate/MBA- (Finance/Marketing) Degree holder.

Additional Information

Mon-Friday - 9-6pm (Sat-Sun Off)

Quarterly incentive.