Nri Desk Advisory

4 days ago

Mumbai Maharashtra, India 2SR Innovations 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.

**Qualifications**: - Any Graduate/MBA- (Finance/Marketing) Degree holder.

**Location**: - Prabhadevi (MOT)

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

Pay: ₹30,000.00 - ₹60,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

**Education**:

- Bachelor's (preferred)

**Experience**:

- 10 yrs: 1 year (preferred)

License/Certification:

- NISM (preferred)

**Location**:

- Mumbai, Maharashtra (preferred)

Shift availability:

- Day Shift (preferred)

Ability to Commute:

- Mumbai, Maharashtra (required)

Ability to Relocate:

- Mumbai, Maharashtra: Relocate before starting work (required)

Willingness to travel:

- 25% (preferred)

Work Location: In person

**Speak with the employer**

+91 9113961458

  • Sr NRI Wealth Relationship Manager

    2 weeks ago

    maharashtra, India NRI Nivesh Full time

    Job Title: Senior NRI Wealth Relationship ManagerLocation: MumbaiExperience: 5 years + in BFSI/HNI/NRI investmentsSalary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a.Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel internationally...

  • Sr NRI Wealth Relationship Manager

    2 weeks ago

    maharashtra, India NRI Nivesh Full time

    Job Title: Senior NRI Wealth Relationship ManagerLocation: MumbaiExperience: 5 years + in BFSI/HNI/NRI investmentsSalary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a.Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel internationally...

  • Sr NRI Wealth Relationship Manager

    2 weeks ago

    maharashtra, India NRI Nivesh Full time

    Job Title: Senior NRI Wealth Relationship ManagerLocation: MumbaiExperience: 5 years + in BFSI/HNI/NRI investmentsSalary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a.Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel internationally...

  • Sr NRI Wealth Relationship Manager

    2 weeks ago

    Mumbai, India NRI Nivesh Full time

    Job Title: Senior NRI Wealth Relationship Manager Location: Mumbai Experience: 5 years + in BFSI/HNI/NRI investments Salary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a. Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel...

  • NRI Relationship Manager

    2 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad. We’re Hiring: NRI Relationship Managers (RMs) Be part of a new-age Wealth Desk expanding...

  • NRI Relationship Manager

    2 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad. We’re Hiring: NRI Relationship Managers (RMs) Be part of a new-age Wealth Desk expanding...

  • NRI Relationship Manager

    2 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad. We’re Hiring: NRI Relationship Managers (RMs) Be part of a new-age Wealth Desk expanding...

  • NRI Relationship Manager

    2 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad.We’re Hiring: NRI Relationship Managers (RMs)Be part of a new-age Wealth Desk expanding...

  • NRI Relationship Manager

    2 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad.We’re Hiring: NRI Relationship Managers (RMs)Be part of a new-age Wealth Desk expanding...

  • NRI Relationship Manager

    2 weeks ago

    Mumbai, India Dalmia Wealth Pvt Ltd Full time

    Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad.We’re Hiring: NRI Relationship Managers (RMs)Be part of a new-age Wealth Desk expanding...