Private Client Advisor

Altaa Vistaa; Mumbai; Vor Ort; INR 800.000 - 1.200.000; Vollzeit

Zusammenfassung

Altaa Vistaa Business Solutions Private Limited in Mumbai seeks a seasoned Investment Advisor to execute trades, provide advisory across equities, mutual funds, fixed income, derivatives, and structured products, and ensure regulatory compliance.

You will manage HNI/Ultra-HNI portfolios, conduct regular reviews, drive cross-selling, and strive to meet revenue targets through client acquisition and portfolio optimization.

Qualifikationen

• Advisory across equities, mutual funds, PMS, fixed income, derivatives, and structured products.
• Regular portfolio reviews and client objective-based advice.
• Ability to cross-sell third-party products to enhance client portfolios.

Aufgaben

• Execute trades on behalf of clients while ensuring regulatory compliance.
• Acquire and service portfolios of HNI and Ultra-HNI clients and family offices.
• Provide comprehensive investment advisory across asset classes.
• Conduct regular portfolio reviews and adjust strategies based on market trends.
• Drive cross-selling of third-party products to enhance client wallets.
• Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

Kenntnisse

Excellent communication, negotiation,

Proficiency in trading platforms

Capital markets & risk management

New client acquisition & relationship

Tools

Trading platforms

Portfolio analytics tools

Jobbeschreibung

Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

• Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.
• Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).
• Conduct regular portfolio reviews and advice based on market trends and client return objectives.
• Drive cross-selling of third-party products to enhance client portfolios and wallet share.
• Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling
• Strong understanding of capital markets, risk management, portfolio and trading operations.
• Proven track record in new client acquisition through references and relationship management.
• Excellent communication, negotiation, and interpersonal skills.
• Proficiency in Trading and Advisory Platforms and portfolio analytics.