Nri Advisor

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...

Advising NRI and ultra-HNI clients on currency & commodity Markets. - Individually handling clients with a book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Handling Queries & complaints of clients & solving them within TAT. - Acquiring new clients & retaining old clients through periodic meetings. -...

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...

Position : NRI Advisor - International Business Channel Location : Mumbai Min 5 yr Experience into Advisory & Dealing - **Advising & Dealing Experience**: Proven track record in advising clients on equity, derivatives, and options strategies. - **AUM (Assets Under Management)**: Experience in managing significant AUM is preferred. - **Financial Product...

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...

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...

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...

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...

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,...

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...