Nri - Advisor

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...

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:...

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...

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...

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...

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...

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,...

**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...

Planit is a proud NRI company and part of a global movement to deliver a sustainable and secure future through better Information Technology exchanges. Our team offer expert consultancy, bespoke services, tailored training and unique solutions to complex projects. Specialising in digital quality, Planit have a geographic footprint across many continents,...

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,...