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NRI sales - HNW investment advisor

Mumbai
Full-Time
Mid-Level: 4 to 6 years
6L - 9L (Per Year)
Posted on Aug 03 2024

About the Job

Skills

Wealth Management
Cross-selling
Investment Products Knowledge
Relationship Management
Financial Planning
Client Acquisition
Market Research
Communication Skills

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:

  1. 4+ years of experience in selling Investment Products.
  2. The candidate should have a good understanding of the Capital Market
  3. Relationship Management Skill & Good influencing skills
  4. Exposure to NR Business will be preferred

 

 

Qualifications:

Any Graduate/MBA– (Finance/Marketing) Degree holder.

About the company

We provide Recruitment services in IT & NON-IT domain by finding the best talent across the nation in a planned and strategic manner. RaaS - (Recruitment as a Service)

Industry

Human Resources Services

Company Size

11-50 Employees

Headquarter

Mumbai , Maharashtra

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