Senior Advisor

4 weeks ago


Mumbai, Maharashtra, India iimjobs Full time
Senior Advisor - Private Client Group

Responsibilities:
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
  • 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 ticket size of 25 lacs for Broking or IP
  • Daily meetings to be done with existing clients and new prospects for business.


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