1 - 4 years

3.0 - 5.0 Lacs P.A.

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

revenue generationderivativesMutual FundsPMSclient servicingcross sellingequityAIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

Advising NRI, Super HNI clients on equity, derivatives, currency & commodities markets Individually handling clients with book size of 25 lacs and above Creation of revenue & activation of clients through effective advisory Engaging & cross selling of other products like Mutual Funds, PMS, AIF, PE Prospect servicing & acquisition of new clients & retaining the old clients by periodic meetings Profiling clients by conducting in depth review of clients financial requirements, portfolio restructuring & recommending portfolios.

Human Resources Services
Mumbai Maharashtra

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