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Priti Goyal

Founder at Serving Skill

Last Login: 21 November 2024

Job Views:  
116
Applications:  43
Recruiter Actions:  7

Job Code

1402512

NRI Advisor - International Business - BFSI

2 - 8 Years.Mumbai
Posted 6 months ago
Posted 6 months ago

NRI Advisor (International Business)

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. 2-3 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.

- Self-starter, proactive & target oriented.

- Experience into Managing NRI client portfolios will be an advantage.

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

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Posted By

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 21 November 2024

Job Views:  
116
Applications:  43
Recruiter Actions:  7

Job Code

1402512

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