Advisor - NRI Desk - BFSI (2-3 yrs) - Mumbai, India - iimjobs

    iimjobs
    iimjobs Mumbai, India

    3 weeks ago

    Iimjobs background
    Full time
    Description

    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. 23 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.
    • Selfstarter, proactive & target oriented.
    • Experience into Managing NRI client portfolios will be an advantage.

    Qualifications:
    Any Graduate/MBA (Finance/Marketing) Degree holder.


    Location:
    Prabhadevi