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Advisor - Sales - NRI Desk - Bank (3-5 yrs)

3-5 years

Advisor - Sales - NRI Desk - Bank (3-5 yrs)

Serving Skill

posted 11hr ago

Job Role Insights

Key skills for the job

Job Description

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.


Functional Areas: Other

Read full job description

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