Client Advisor-Private Client Group
3 weeks ago
Location: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 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:Minimum2 yearsof 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 VIIIcertification 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
1 week ago
New Delhi, India Chola Securities Full timeLocation:Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: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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Client Advisor-Private Client Group
2 weeks ago
New Delhi, India Chola Securities Full timeLocation: 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)...
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Delhi, India Standard Chartered Full timeJob ID: 21173 Location: Delhi, IN Area of interest: Private Banking & Wealth Management Job type: Regular Employee Work style: Office Working Opening date: 27 Mar 2025 **Job Summary** - Assist assigned RMs to achieve financial targets by providing strong support to them. - Actively participate in the prevention of money laundering and fraud by strict...
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Business Clients Credit Advisor, AS
2 weeks ago
New Delhi, India Deutsche Bank Full timeJob 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 and Business Banking. The...
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Business Clients Credit Advisor, AS
1 week ago
New Delhi, India Deutsche Bank Full timeJob 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 and Business Banking. The...
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Client Advisor
1 week ago
New Delhi, India Manish Malhotra Full timeHiring Jewellery Client Advisor- Hyderabad, Mumbai & Delhi 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...
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Client Advisor
2 weeks 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
7 days ago
New Delhi, India Manish Malhotra Full timeHiring Jewellery Client Advisor- Mumbai, Hyderabad & Delhi 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...
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Client Advisor
3 days ago
New 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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Delhi, India Standard Chartered Full timeJob ID: 33915 Location: Delhi, IN Area of interest: Private Banking & Wealth Management Job type: Regular Employee Work style: Office Working Opening date: 10 Jul 2025 **Job Summary** - Assist assigned RMs to achieve financial targets by providing strong support to them. - Actively participate in the prevention of money laundering and fraud by strict...
