Nri Advisor

1 week ago

Mumbai, India Acme Services Full time

Job Description:

- Advising NRI and ultra HNI clients on currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complaints of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysinginformation & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Location - Prabhadevi

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

**Salary**: ₹300,000.00 - ₹450,000.00 per year

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Morning shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Master's (preferred)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 8689884563

  • Advisor-nri Desk

    1 week ago

    Mumbai, Maharashtra, India Serving Skill Full time

    Skills : equity advisor, equity trader Job Description**: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...

  • Nri-advisor for Stock Broking House

    4 days ago

    Mumbai, Maharashtra, India NEXTGEN PLACEMENT Full time

    Hello Friends, **Oᴩᴇɴɪɴɢs Wiᴛʜ Lᴇᴀᴅɪɴɢ Sᴛᴏᴄᴋ Bʀᴏᴋɪɴɢ Iɴᴅᴜsᴛy for NRI-Advisor (International Business)**:* **1. #NRI Advisor.** **(No Sales)** **#Experienced: 2-3 Yrs in Advising & Dealing experience must/ No self-trader.** **#CTC: Upto 8.40 Lacs** **2. *Option Trader** **#CTC: Upto 9 Lacs** **#Location:...

  • Nri - Advisor

    1 day ago

    Mumbai, Maharashtra, India Serving Skill 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...

  • Nri Aum Tpp Hni Advisor

    7 days ago

    Prabhadevi, Mumbai, Maharashtra, India Serving Skill Full time

    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...

  • Advisor - NRI Desk-Motilal Oswal Financial Services

    2 weeks ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role & responsibilitiesAdvising & 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...

  • Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Fintoo Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company Overview:FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

  • Channel Head

    2 weeks ago

    Mumbai, Maharashtra, India Aditya Birla Sun Life AMC Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job PurposeTo conceptualize, build, and scale a differentiated NRI investor ecosystem across domestic, GIFT City, and offshore platforms (e.g., UCITS), by curating a strategic business development agenda that mirrors the firms approach toward DHNI and Family Office segments. The role will own the end-to-end engagement across internal stakeholders (sales,...

  • Sales Executive

    2 weeks ago

    Mumbai, India GLC WEALTH ADVISOR LLP Full time

    **We are looking for Sales Executive for our Vikhroli, Mumbai Branch.** **Office timings - 10am to 7pm (Mon - Sat)** - Min 1 year experience in Sales is mandatory. - Should have excellent communication skills (English and Hindi) & good convincing skills. Handle HNI & NRI clients who are mostly senior citizens. - Should be well conversant with computers/MS...

  • Hiring for Nri Equity Advisor

    1 week ago

    Mumbai, India Acme Services Full time

    Designation : HNI AdvisorJob Description: - Advising HNI / Ultra HNI client of equity, Derivatives and option Strategies. - Prospect servicing and acquisition of new clients and retaining the old client by periodic meetings - Understanding investment objectives and suggestion suitable portfolio strategies that may include product like Private equity, PMS,...

  • Operations Executive

    6 days ago

    Mumbai, Maharashtra, India Qode Full time

    Job DescriptionJob Title : Operations ExecutiveLocation: Lower Parel MumbaiExperience Required: 2 to 5 YearsIndustry Type: Financial Services / Investment ManagementFunctional Area: Back Office Operations PMS / Mutual Funds / BrokingEmployment Type: Full Time, PermanentAbout QodeQode Advisors LLP is a SEBI-registered asset management firm offering Portfolio...