Senior Advisor - Private Client Group - Broking Firm

- Responsible to Brokerage generation primarily through advising HNI

- Candidate should have experience into Trading and Order Punching

- Candidate should have exp handling the HNI and UHNI Clients

- Candidate should have exp of client acquisition and client servicing

- Candidate will have target of cross selling post completion of 2 yrs in MO

- Candidate should have knowledge of derivatives , options, cash and trading clients on their Equity & Derivative portfolio.

- New client acquisition for Broking , Investment products -

- PMS/MF/Fixed Income and Insurance on as per assigned targets

Key Deliverables:

1. Ensure timely advice to customers for Equity and Derivative markets

2. Portfolio Review to be done monthly with clients for deepening the Client relationship.

3. Ensure adherence to Compliance process for advice given

4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP

5. 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

IT Skills: MS Office