Nri Desk Advisory

3 weeks 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 primarily through brokerage and TPP.

**JOB SPECIFICATIONS 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.

Experience into Managing NRI client portfolios will be an advantage.

**Qualifications**: - Any Graduate/MBA- (Finance/Marketing) Degree holder.

**Location**: - Prabhadevi (MOT)

**Job Types**: Full-time, Permanent

Pay: ₹30,000.00 - ₹60,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

**Education**:

- Bachelor's (preferred)

**Experience**:

- 10 yrs: 1 year (preferred)

License/Certification:

- NISM (preferred)

**Location**:

- Mumbai, Maharashtra (preferred)

Shift availability:

- Day Shift (preferred)

Ability to Commute:

- Mumbai, Maharashtra (required)

Ability to Relocate:

- Mumbai, Maharashtra: Relocate before starting work (required)

Willingness to travel:

- 25% (preferred)

Work Location: In person

**Speak with the employer**

+91 9113961458


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