Advisor-nri Desk

6 months ago

Mumbai Maharashtra, India HR7M Consultant Full time

Position : Commodities

Job Locations: Mumbai, Maharashtra, India

Required Experience: 5 - 15 Years

Role: Trading,Asset & Wealth Management - Other

Industry Type: Investment Banking / Venture Capital / Private Equity

Department: BFSI,Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Trading, Asset & Wealth Management

Skills : advisory
- Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above.
- Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with MOFSL by focusing more on research & deep knowledge based advise
- Helping BA to scale existing base & revenue through quality service & Showcasing future opportunity
- Will be responsible to meet large customers and BA on regular basis
- Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable
- Creating large option book along with revenue & maximum activation of BA customers though quality advisory
- Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity

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

**Salary**: ₹550,000.00 - ₹1,000,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- Advisor: 4 years (preferred)
- Help desk: 3 years (preferred)

Work Location: In person

**Speak with the employer**
+91 8668167883

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