NRI Advisor Team Leader Large Financial Services

Job Purpose

Handling team of Advisors. Advising & execution of orders on behalf of clients on

equity derivatives and option strategies

Key Deliverables

1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of

orders on behalf of clients on equity derivatives and option strategies

2. Achieving the targets set for Team on Crossselling products like MF & PMS/

AIFs.

3. 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

1.Should have min. 78 years of relevant work experience into team handling and

advisory.

2.Strong knowledge of investment products and financial markets.

3.Experience into Managing NRI client portfolios will be an advantage.

'Advisor ', 'NRI Advisor ', 'Team Handling ', 'Revenue Generation '