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Openings: HNI Advisor _ Kolkata, Mumbai

3 - 8 years

5 - 15 Lacs

Kolkata Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

HNI Advisor Wealth Management Mutual Funds Equity Advisory Equity Broking HNI Acquisition Equity Trading HNI Client Handling Advisory Investment Portfolio

Work Mode

Work from Office

Job Type

Full Time

Job Description

One of my Financial Services Client is hiring for HNI Advisor with full time employment. Job Location: Kolkata, Mumbai Exp: 3+ Yrs Salary: 5 LPA - 15 LPA Interview Mode: Personal in weekdays 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 If Req match to your Skill, Exp and profile, kindly mail your CV to nitin.gupta@heylushr.com Best Regards Nitin Kr Gupta Mob: 9953916989 Heylus HR Pvt Ltd, Noida

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