Client Advisor-Private Client Group
4 days ago
Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: Equity AdvisorVertical: Private Client GroupRoles and Responsibilities:- Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. - Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). - Acquire new clients while maintaining and nurturing long-term relationships with existing clients. - Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.Preferred Candidate Profile:- Educational Qualification: Postgraduate degree required. - Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. - Hands-on experience in broking with a strong understanding of financial products and market trends. - Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. - Certification: NISM Series VIII certification is mandatory. - Strong expertise in client acquisition, retention strategies, and sales target achievement. - Prior experience in the broking industry is a must.About Murugappa:Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd.If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com
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Client Advisor-Private Client Group
2 weeks ago
New Delhi, India Chola Securities Full timeLocation:Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation:Equity Advisor Vertical:Private Client GroupRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product...
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Pvt Client Group Advisor
7 days ago
Ahmedabad, Delhi, Kolkata, NCR, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment...
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Client Advisor
4 days ago
New Delhi, India Manish Malhotra Full timeHiring Jewellery Client Advisor- Mumbai, Hyderabad & DelhiWe are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven...
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Client Advisor
2 weeks ago
Delhi, Delhi, India Louis Vuitton Full time**Job responsibilities**: As a **Client Advisor**in one of our stores, your role is to convey the Brand's values, history, ambitions, commitment to quality and creativity. Your mission is to ensure that clients receive a unique and personalized experience through your passion for our products, knowledge of our collections, your hospitality, sense of service...
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Business Clients Credit Advisor, AS
4 days ago
Delhi, India Deutsche Bank Full timeJob Description Business Clients Credit Advisor, AS Position Overview Job Title: Business Clients Credit Advisor, AS Location:New Delhi, India Corporate Title:Associate Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels...
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Private Clients Executive
3 days ago
Delhi, Delhi, India Barclays Full timeJoin us as a Private Clients Executive at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. You may be assessed on the key critical skills relevant for success in role, such as...
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Client Advisor
6 days ago
Delhi, India Manish Malhotra Full timeHiring Jewellery Client Advisor We are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven ability to build lasting client...
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Client Advisor
4 days ago
Delhi, India Manish Malhotra Full timeHiring Jewellery Client Advisor We are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven ability to build lasting client...
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Business Clients Credit Advisor, AS
2 days ago
Delhi, India Deutsche Bank Full timeJob Description Position Overview Job Title: Business Clients Credit Advisor, AS Location:New Delhi, India Corporate Title:Associate Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking...
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Client Advisor
4 days ago
north delhi, India Manish Malhotra Full timeHiring Jewellery Client Advisor We are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven ability to build lasting client...
