Advisor - Private Wealth - BFSI (5-15 yrs)

Private Wealth Advisor

Job Purpose:

- Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.

- New client acquisition for Broking, Investment products - PMS/MF/Fixed Income and Insurance as per assigned targets.

Key Deliverables:

- Ensure timely advice to customers for Equity and Derivative markets.

- Portfolio Review to be done monthly with clients for deepening the Client relationship.

- Ensure adherence to the Compliance process for advice given.

- One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP.

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

Role Requirements

- Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM

- Experience: 3+ Years in Equity / MF / PMS / Broking

- Domain Knowledge: Understanding of capital markets

- IT Skills: MS Office