Advisor/Team Leader - Wealth Management - Banking

- Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.

- Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.

- Achieving the targets set for Team on Cross-selling products like MF & PMS/ AIFs.

- 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.

Key Requirements :-

- Should have min. 7-8 years of relevant work experience into team handling and advisory.

- Strong knowledge of investment products and financial markets.

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