Advisor/Trader/Dealer - Sales - HNI/UHNI Vertical - BFSI (2-3 yrs)

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.