Senior Advisor

2 weeks ago


Indore, Madhya Pradesh, India Hunastreet Technology Pvt Ltd Full time
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

  • New client acquisition for Broking, Investment products
  • PMS/MF/Fixed Income and Insurance on as per assigned targets

Key Deliverables:

  • Ensure timely advice to customers for Equity and Derivative markets
  • Portfolio Review to be done monthly with clients for deepening the Client relationship.
  • Ensure adherence to Compliance process for advice given
  • 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
  • Daily meetings to be done with existing clients and new prospects for business.

Role Requirements:

  • Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
  • Experience: 3+ Years in Equity / MF / PMS / Broking
  • Domain Knowledge: Understanding of capital markets
  • IT Skills: MS Office
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