Advisor and Dealer

4 weeks 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 products like MF & PMS/

AIFs.

3. 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.

Role Requirements

1.Should have min. 7-8 years of relevant work experience into team handling and

advisory.

2.Strong knowledge of investment products and financial markets.

3.Experience into Managing NRI client portfolios will be an advantage.

Pay: ₹1,200,000.00 - ₹1,300,000.00 per year

**Experience**:

- total work: 6 years (preferred)

Work Location: In person


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