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.
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