Nri Advisor

6 days ago


Prabhadevi Mumbai Maharashtra, India Metanoia Business Solutions Full time

NRI Advisor

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.

**Salary**: Up to ₹57,000.00 per month

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 8 years (preferred)

Ability to Commute:

- Prabhadevi, Mumbai, Maharashtra (required)

Ability to Relocate:

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

Work Location: In person

**Speak with the employer**

+91 9529878702


  • Advisor-nri Desk

    6 days ago


    Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : Advisor-NRI Desk Location : Mumbai**: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...


  • 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...


  • Mumbai, Maharashtra, India Fintoo Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    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...


  • Mumbai, Maharashtra, India People Group Full time ₹ 3,00,000 - ₹ 4,20,000 per year

    Hello,Greetings from is looking for VIP Consultant(Inside Sales advisor) to join our dynamic team and embark on a rewarding career journey. Role & responsibilities:-Closing deals, pitching paid memberships, and offering top-tier service to our global and late-night members.This role is perfect for someone who thrives after dark, is full of energy, and loves...


  • Mumbai, Maharashtra, India Planit Testing Full time

    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,...

  • Product Advisor

    3 weeks ago


    Mumbai, India People Group Full time

    Job Description Key Responsibilities: - Close deals and pitch paid memberships to global and late-night members. - Handle customer queries via phone calls, emails, and chats, resolving issues in a timely and professional manner. - Provide product information, demonstrations, and tailored recommendations based on customer needs. - Identify opportunities for...


  • 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,...


  • Mumbai, Maharashtra, India Fintoo Full time ₹ 12,00,000 - ₹ 36,00,000 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...


  • Delhi, Mumbai, NCR, Pune, India Willjini Succession Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesFirst things first: You wont be making cold calls or persuading anyone to buy something they dont need.Instead, youll be advising clients who have shown interest in our services - and guiding, educating them make the best decisions for their unique situations.Think of an Advisor: empathy first, zero hard-sell, deep product...


  • Worli, Mumbai, Maharashtra, India NEXTGEN PLACEMENT Full time

    #Hiring NRI_Advisor - #International_Business. Experience: 2-3 Yrs in Advising & Dealing experience must/ No self-trader. CTC: Upto 8 Lacs Location: #MUMBAI_Near_Siddhivinayak Temple. *Advising Experience-on Equity, derivatives & option strategy. Private Equity, PMS, MFs, AIF. *Client Handling Experience or Acquisition-HNI/Ultra HNI client. Creation...