Senior HR Executive at RRR HR Soultion
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Investment Advisor - Sales - Stock Broking Firm (5-10 yrs)
Urgent Hiring - Investment Adviser for a well known Stock Broking Firm
Location - Vikhroli, Mumbai
- Wealth Management with at least 5 years of experience in handling HNIs/ UHNIs
- Book size of Mutual Funds (For eg : Rs 25 Cr )
- NISM Mutual Fund Certification - Mandatory (NISM SERIES VA )
- Active client base (no of clients ) and clients he can move from his erstwhile organizations with AUM.
- Must be good at Client profiling (able to pitch right funds to every age group )
- Existing targets in terms of revenue and client activation
- Mutual Fund concepts (SIP, SWP, ETC ) and taxation
- Have the ability to self source business and not depend completely on leads
- Excellent market knowledge - equities, debt and others
- MBA desirable. NISM - Currency mandatory
- 3-5 years in Currency Advisory, Equity Advisory, Dealing with Corporate Clients, Given presentation in seminars
- Good Communication Skill, Presentation skill
Surbhi Jain
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