Advisor/Trader/Dealer - Cross Selling - HNI/UHNI - BFSI (3-10 yrs)

HNI Sales :

- Client sourcing for Investment Products - PMS/AIF/MFs, Insurance and Broking Accounts.

- Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.

- 2 New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs

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

Advisor :

- Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.

- In-depth knowledge of Stocks, Bonds, Mutual funds, PMS & AIF.

- Coordination with different department (RMS, Risk, Compliance, Sales) for smooth processing of transaction.

- Generation of brokerage.

- Generation of revenue via cross selling other products and services

- Candidate should have advising and trading experience.

- Required good knowledge of Investment products.

- Constantly updated with economic market trends.