Founder at Serving Skill
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Advisor/Trader/Dealer - Sales - HNI/UHNI Vertical - BFSI (2-3 yrs)
Roles & Responsibilities :
- Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.
- 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.
- Responsible for generating revenue primarily through brokerage and TPP.
Job Specifications Required :
- Should have min. 2-3 years of relevant work experience into Trading (on terminal) & Advising.
- Strong knowledge of investment products and financial markets.
- Handling a reasonable book size/ Pre-Existing AUM.
- Self-starter, proactive & target oriented.
- Experience into Managing NRI client portfolios will be an advantage.
