NRI sales - HNW investment advisor
NRI sales - HNW investment advisor6
Applications
6
Applications
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:
- 4+ years of experience in selling Investment Products.
- The candidate should have a good understanding of the Capital Market
- Relationship Management Skill & Good influencing skills
- 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)
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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