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NRI Advisor

3 months ago

Mumbai, India Three Across Full time

Job Title: NRI Advisor (International Portfolio Manager)

Location: Prabhadevi (MOT)

Min 5 yrs Experience into Advisory & Dealing

Salary - Upto 10LPA


Roles & Responsibilities:

  • Execute orders on behalf of clients in equity, derivatives, and option strategies.
  • Manage a portfolio of NRI clients, understand their financial goals, and suggest suitable portfolio strategies, including Private Equity, PMS, MFs, and AIFs.
  • Generate revenue primarily through brokerage and third-party products.

Job Specifications:

  • minimum 5+ years of relevant experience in trading and advisory.
  • Strong knowledge of investment products and financial markets.
  • Experience in managing a reasonable book size/Pre-Existing AUM.
  • Self-starter, proactive, and target oriented.
  • Experience managing NRI client portfolios is a plus.

Qualifications:

  • Graduate/MBA in Finance or Marketing.


This position is ideal for professionals with a strong background in trading and portfolio management, particularly those with experience in handling NRI clients.