Posted By

Koushik R Srivatsa

Senior Recruiter at PROV HR Solutions Pvt Ltd

Last Login: 22 April 2024

Job Views:  
216
Applications:  39
Recruiter Actions:  4

Job Code

1401131

Senior Advisor - BFSI

3 - 15 Years.Mumbai
Posted 4 weeks ago
Posted 4 weeks ago

Senior Advisor - Private Client Group


Responsibilities:


- Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

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

- 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 Compliance process for advice given

- 1 New to Firm relationship to be sourced on monthly basis with min ticket size of 25 lacs for Broking or IP

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

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Posted By

Koushik R Srivatsa

Senior Recruiter at PROV HR Solutions Pvt Ltd

Last Login: 22 April 2024

Job Views:  
216
Applications:  39
Recruiter Actions:  4

Job Code

1401131

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