HNI Advisor
Job description:
Candidate should have minimum experience of around 5 years from banking & broking industries and managing bank AUM of HNI Clients Generate direct brokerage revenues by advising various trading & stockUnderstanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor
Understanding of Derivative Strategies
Visits for HNI client meetings, seminar/events.Required Candidate profile
Role: Investment Advisor
Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management
Education
UG: B.Tech/B.E. in Any Specialization
PG: MBA/PGDM in Any Specialization
Key Skills:
HNI Sales , Portfolio Management , Mutual Funds Broking ,PMS Investment , Advisory Services Investment, Advisory HNI Acquisition HNI Client Handling.