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NRI Advisor Team Leader Large Financial Services
4 weeks ago
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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