
Financial Advisor
6 days ago
1. Advising and managing Ultra HNI client portfolios, analysing financial needs, risk appetite and recommending suitable investment solutions.
2. Upselling products like Mutual Funds, PMS, IAP, and Insurance to diversify and stabilize client portfolios.
3. Responsible for generating revenue through brokerage and third-party products (TPP)
4. Travel to meet clients and franchisees, building relationships and expanding the business network.
5. Minimum 3-5 years of experience in broking with a focus on managing large clients (HNWIs, institutional clients)
- Advising & Trading Experience is must.
6. Expertise in third-party products (PMS, IAP, Insurance, PE, Mutual Funds, AIFs) will be added advantage.
Pay: ₹800,000.00 - ₹1,000,000.00 per year
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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