Nri Aum Tpp Hni Advisor

5 months ago


Prabhadevi Mumbai Maharashtra, India Serving Skill Full time

Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.
- Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.
- Responsible for generating revenue primarily through brokerage and TPP.

**Skillset Required**
- Should have min. 2-3 years of relevant work experience into Trading (on terminal) & Advising.
- Strong knowledge of investment products and financial markets.
- Handling a reasonable book size/ Pre-Existing AUM.
- Self-starter, proactive & target oriented.

Pay: ₹900,000.00 - ₹1,000,000.00 per year

**Education**:

- Bachelor's (preferred)

**Experience**:

- Relationship management: 3 years (preferred)

Work Location: In person


  • Nri Advisor

    5 months ago


    Prabhadevi, Mumbai, Maharashtra, India Metanoia Business Solutions Full time

    NRI Advisor ROLES & RESPONSIBILITIES: - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue...

  • Nri - Advisor

    5 months ago


    Mumbai, Maharashtra, India Serving Skill Full time

    **ROLES & RESPONSIBILITIES: -** - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue...

  • Advisor-nri Desk

    6 months ago


    Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : Advisor-NRI Desk - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue primarily...

  • Advisor-nri Desk

    6 months ago


    Mumbai, Maharashtra, India Koushika Enterprises Private Limited Full time

    Position : Advisor-NRI Desk Location : Mumbai JD - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for...


  • Mumbai, Maharashtra, India NEXTGEN PLACEMENT Full time

    Hello Friends, **Oᴩᴇɴɪɴɢs Wiᴛʜ Lᴇᴀᴅɪɴɢ Sᴛᴏᴄᴋ Bʀᴏᴋɪɴɢ Iɴᴅᴜsᴛy for NRI-Advisor (International Business)**:* **1. #NRI Advisor.** **(No Sales)** **#Experienced: 2-3 Yrs in Advising & Dealing experience must/ No self-trader.** **#CTC: Upto 8.40 Lacs** **2. *Option Trader** **#CTC: Upto 9 Lacs** **#Location:...

  • Nri Advisor

    6 months ago


    Mumbai, Maharashtra, India Apex Services Full time

    **Greeting From Apex Services,** **Experience into Managing NRI client portfolios will be an advantage.** **Qualifications: - Any Graduate/MBA- (Finance/Marketing) Degree holder.** **Location: - Prabhadevi** - **CTC Upto 8 LPA.** **ROLES & RESPONSIBILITIES: -** - Advising & execution of orders on behalf of clients on equity, derivatives and option...

  • Nri Sales

    6 months ago


    Mumbai, Maharashtra, India Serving Skill Full time

    Job Description for NRI-Advisor (International Business) ROLES & RESPONSIBILITIES: - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS,...

  • Equity Advisor

    6 months ago


    Mumbai, Maharashtra, India The hire wings Full time

    **Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

  • Nri Advisor

    6 months ago


    Mumbai, Maharashtra, India The Hire Wings Full time

    Hello Professionals, Currently we have Openings for NRI Advisor Experience: 2 to 3 Years Location: Mumbai Qualifications: **Advising Experience** **Client Handling Experience or Acquisition** **Aum Size** **Financial product knowledge** **Salary**: ₹600,000.00 - ₹700,000.00 per year **Benefits**: - Provident Fund Schedule: - Day...

  • Nri Advisor

    2 weeks ago


    Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : NRI Advisor - International Business Channel Location : Mumbai Min 5 yr Experience into Advisory & Dealing - **Advising & Dealing Experience**: Proven track record in advising clients on equity, derivatives, and options strategies. - **AUM (Assets Under Management)**: Experience in managing significant AUM is preferred. - **Financial Product...

  • Advisor-nri Desk

    5 months ago


    Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : Advisor-NRI Desk Location : Mumbai**:Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.** Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. **Responsible for...

  • Nri Desk Advisory

    5 months ago


    Mumbai, Maharashtra, India 2SR Innovations Full time

    **ROLES & RESPONSIBILITIES: -** - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue...

  • Advisor-nri Desk

    5 months ago


    Mumbai, Maharashtra, India Serving Skill Full time

    Skills : equity advisor, equity trader Job Description**:Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.**Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.**Responsible for...


  • Mumbai, Maharashtra, India InstaTalent Recruit LLP Full time

    **Company Description** Broking /Asset Management **Job Description** Preliminary Questions to be asked - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients.) ** Advising & Dealing Experience**: - on Equity,derivates & option strategy - **Client Handling Experience or Acquisition**: - NRI client. -...

  • Advisor- Nri Desk

    6 months ago


    Mumbai, Maharashtra, India Clini launch Business Solutions Full time

    Description We are currently seeking a highly motivated and dynamic individual to join our team as an Advisor - NRI Desk. As an Advisor, you will play a key role in providing exceptional service and support to our Non-Resident Indian (NRI) clients. Your excellent interpersonal skills, in-depth knowledge of NRI banking, and ability to adapt to changing...

  • Advisor-nri Desk

    6 months ago


    Mumbai, Maharashtra, India Clini launch Research Institute Full time

    We are seeking a highly skilled and motivated Advisor-NRI Desk to join our Financial Services team. As an Advisor-NRI Desk, you will be responsible for providing personalized financial solutions and strategic advice to Non-Resident Indians (NRIs). In this critical role, you will leverage your expertise in financial planning and advisory services to help our...


  • Prabhadevi, Mumbai, Maharashtra, India Serving Skill Full time

    Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, PMS, FD, RBI Bonds etc) 3. Client meetings directly and joint meets along with Bank PBG RM's4. Pitching our research ideas to customers. Handling NR clients advising and analyzing Investment...

  • Advisor and Dealer

    6 months ago


    Mumbai District, Maharashtra, India Serving Skill Full time

    Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on Cross-selling...


  • Mumbai, India InstaTalent Recruit LLP Full time

    **Job Description**: ROLES & RESPONSIBILITIES: - Advising HNI/Ultra HNI clients on equity, derivatives and option strategies. Prospect servicing & acquisition of new clients & retaining the old clients by periodic meetings. Creation of revenue & activation of clients through effective advisory. Understanding investment objectives and suggesting suitable...


  • Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : Equity Dealer/ Equity Advisor - Chennai Job descriptionExecute the orders on behalf of clients. Responsible for Revenue Generation. Confirmations of trade done by EOD. Activating the Inactive Clients. Ensure the volumes of trade are higher clients trade frequently. From Broking company with at least 2 to 4 years in Equity Dealing & Cross...