Experience Needed-3+ Years

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

Skills & Competencies:

o Solid understanding of capital markets, risk management, portfolio and trading operations.

o Proven track record in recent client acquisition through references and relationship management.

o Excellent communication, negotiation, and interpersonal skills.

o Proficiency in Trading and Advisory Platforms and portfolio analytics.

📌 Private Client Advisor Mumbai
🏢 Altaa Vistaa
📍 Mumbai