Nri Desk Advisory
3 weeks ago
**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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