Nri - Advisor

2 days 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 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.**

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

Pay: ₹600,000.00 - ₹1,000,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Fixed shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Application Question(s):

- Understanding of Investment products
- NISM Certification
- Knowledge of financial markets

**Experience**:

- Broking Industry: 4 years (preferred)
- Cross selling of third party products: 3 years (preferred)
- Advising: 3 years (preferred)
- Trader/Dealer: 3 years (preferred)
- Handling HNI Clients: 3 years (preferred)
- Currency products: 1 year (preferred)

Work Location: In person

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