Team Lead - Wealth Management - NRI - BFSI

NRI- Team Leader#wealth Management

Job Purpose :

- Handling team of Advisors.

- Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.

Key Deliverables :

- Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.

- Achieving the targets set for Team on Cross-selling products like MF & PMS/AIFs.

- 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.

Role Requirements :

- Should have min 7-8 years of relevant work experience into team handling and advisory.

- Strong knowledge of investment products and financial markets.

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

Note : Candidates has to take own client base .

- Face to Face Interview mode.