Senior Advisor - Private Client Group

- 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

Key Deliverables:

- 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 tick size of 25 lacs for Broking or IP

- Daily meetings to be done with existing clients and new prospects for business.

Role Requirements:

- Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM

- Experience: 3+ Years in Equity / MF / PMS / Broking

- Domain Knowledge: Understanding of capital markets

- IT Skills: MS Office