NRI Advisor Team Leader Large Financial Services

7 days ago


Mumbai, Maharashtra, India Riverforest Connections Private Limited Full time

JobPurpose

Handling team ofAdvisors. Advising & execution of orders on behalf of clientson

equity derivatives and optionstrategies

Key Deliverables

1. Handling Team of NRI Advisors & Driving Revenuefrom Advising & execution of

orders onbehalf of clients on equity derivatives and optionstrategies

2. Achieving the targets set for Teamon Crossselling products like MF & PMS/

AIFs.

3. Managing a portfolio of NRIClients & Understanding their Financial Goals Also

Suggesting suitable portfolio strategies that may includeproducts like Private

Equity PMS MFsAIFs.

RoleRequirements

1.Should have min.78 years of relevant work experience into team handlingand

advisory.

2.Strongknowledge of investment products and financial markets.

3.Experience into Managing NRI client portfolios will bean advantage.

"Advisor","NRI Advisor","TeamHandling","Revenue Generation"



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