Equity Advisor

Job Purpose:Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative marketsPortfolio review is to be done...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment.Financial AdvisorKey Responsibilities:Client Relationship Development:Financial Analysis and Planning:Investment Advice and Portfolio Management:Retirement Planning and Risk Management:Compliance and Professional Development:Qualifications...

Financial Advisor Roles and Responsibilities:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT....

Designation:Business Development ManagerVertical:Partner AllianceLocation:Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with these Partners & help them on-board their clients across products.Conduct training of...

Designation: Business Development ManagerVertical: Partner AllianceLocation: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with these Partners & help them on-board their clients across products.Conduct training of...

Designation: Business Development Manager Vertical: Partner Alliance Location: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ Indore Key Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct...

Locations - Mumbai, Delhi, Ahmedabad, Chennai, Kolkata.Job Description: The role of 'Assistant Vice President' is at the penultimate step of the business development for marketing services like Credit Rating Advisory and debt Syndication Raising in the Public and Private Equity Market for. Finmen Advisors & Consultants Pvt. Ltd. The selected candidate will...

Roles and ResponsibilitiesResponsibilities:To promote all the product line of Mutual FundTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling...

Job Purpose: Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios. New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targets Key Deliverables: Ensure timely advice to customers for Equity and Derivative markets Portfolio review is to...

Job Purpose: Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables: Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

Job Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...

Job Purpose:Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative marketsPortfolio review is to be done...

Job description - Customer relationship manager ( Brokerage industry) Location - kolkata Experience - minimum 1 year Salary - as per company norms Roles and Responsibilities: 2. Promote Focus Product of the month Structure Products 5. AUM of Privilege Clients 6. Suggesting the scrip to the client for trading and ensuring maximum profit to client...

We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment. Financial Advisor **Key Responsibilities**: 1.Client Relationship Development: 2. Financial Analysis and Planning: 3. Investment Advice and Portfolio Management: 4. Retirement Planning and Risk Management: 5. Compliance and Professional...

**Financial Advisor Roles and Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving...

Urgently needed a Financial Advisor (PCG) Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Acquiring...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Acquiring new clients & retaining...

Job Location: Kolkata Experience: 3 Yrs -8 Yrs Gender: Male/ Female Job Details: Salary Per Year: 1.50L-3L/PA

Opening for a leading Stock Broking Firm **RM-Retail/PCG** 2. Responsible for third party business also like Mutual Funds and PMS **Advisor** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...

Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios. New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targetsKey Deliverables Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with...

Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios. New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance as per assigned targetsKey Deliverables Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with...

Experience in account opening,selling insurance, trading in various instrument like equity, commodities, currency, selling mutual funds. Location - Dalhausi Graduation must English and other communication is required **Salary**: ₹15,000.00 - ₹30,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Kolkata, West Bengal: Reliably...

Designation: Business Development Manager Vertical: Partner Alliance Location: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ Indore Key Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct...