Advisor-PCG,

Derive Management Solutions Pvt Ltd; Mumbai; On-site; INR 500,000 - 800,000; Full time

Job summary

Derive Management Solutions Pvt Ltd in Mumbai is seeking an experienced trading and wealth management professional to serve HNI/UHNI clients, execute trades, and provide advisory across mutual funds, PMS, FDs, bonds, NCDs and IPOs.

The role emphasizes trading, order punching, and client acquisition and servicing with a cross-selling focus after two years in MO, aligning with our asset and wealth management practice.

Qualifications

• Trading and order punching experience with HNI/UHNI clients.
• Knowledge of derivatives, options, cash & trading.
• Experience in client acquisition and client servicing with cross-selling focus after two years in MO.

Responsibilities

• Distribute mutual funds, PMS, fixed deposits, bonds, NCDs, insurance products, IPOs, and related investment advisory services.
• Engage with HNI/UHNI clients to understand needs and execute suitable trades and mandates.

Skills

Trading

Order Punching

HNI/UHNI

Client acquisition

Client servicing

Derivatives knowledge

Education

Any Graduate

Job description

Role Category

Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

exp ofTrading and Order Punching, exp handling the HNI , UHNI Clients, exp of client acquisition and client servicing, Candidates have target of cross selling post completion of 2 yrs in MO. should have knowledge of derivatives,options,cash &trading.

s a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance Products, Investment advisor and IPOs.etc