Advisor and Dealer
4 weeks ago
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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