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    Senior Advisor - Mumbai, India - iimjobs

    iimjobs
    Iimjobs background
    Full time
    Description
    Senior Advisor - Private Client Group


    Responsibilities:
    Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

    • New client acquisition for Broking , Investment products
    • PMS/MF/Fixed Income and Insurance on as per assigned targets
    • Ensure timely advice to customers for Equity and Derivative markets
    • Portfolio Review to be done monthly with clients for deepening the Client relationship.
    • Ensure adherence to Compliance process for advice given
    • 1 New to Firm relationship to be sourced on monthly basis with min ticket size of 25 lacs for Broking or IP
    • Daily meetings to be done with existing clients and new prospects for business.


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