NRI Desk
3 weeks ago
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Individually handling clients with the book size of 25 lacs & above.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complaints of client's & solving it within TAT.
Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
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Advisor-nri Desk
4 weeks ago
Mumbai, Maharashtra, India HR7M Consultant Full timePosition : Advisor-NRI Desk Location : Mumbai**:Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.** Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. **Responsible for...
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Equity Dealer
1 month ago
Navi Mumbai, India ONESOURCE ATREUS Full time**Designation**: **Relationship Manager/Senior Relationship Manager(NRI Desk)** **(ON BANKING PAYROLL)** Experience required: 2 Years to 10 yrs in stock market Salary**:Upto 7lpa** Job Description: 1. Execution of trade orders on behalf of clients 2. Building relationships with NRI and HNI clients & educating them about Investments 3. Client Acquisition...
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Nri Desk Advisory
1 month ago
Mumbai, Maharashtra, India 2SR Innovations Full time**ROLES & RESPONSIBILITIES: -** - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue...
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Advisor-nri Desk
1 month ago
Mumbai, Maharashtra, India Serving Skill Full timeSkills : equity advisor, equity trader Job Description**:Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.**Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.**Responsible for...
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Operations Executive
2 weeks ago
mumbai, India Riverforest Connections Private Limited Full timeOperations Experience Preferably worked on Trade+: 1 Generating C Notes / STP for normal segment and Inst/ NRI clients 2 Follow-up with Custodians for Commission collections and Banks for NRI obligations 3 Handled T5 and MTF operations 4 Coordination with Support desk on resolution of Operations related queries Compliance Experience Preferable having...
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Mumbai, India Riverforest Connections Full time**ONLY FEMALE CANDIDATES CAN APPLY** **Job Purpose**: Processing and authorization of Custody instructions across various functions - namely, Funds Settlement, Securities Settlements and Debt & Equity Settlements. - **Job Responsibilities(JR) : 6 - 8 Areas** Fund Settlement for equity / debt and derivatives transactions including fund transfers / RTGS /...
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Operations Executive
3 weeks ago
Mumbai, India Riverforest Connections Private Limited Full timeOperationsExperience Preferably worked onTrade: 1 Generating C Notes / STP for normalsegment and Inst/ NRI clients 2 Followup withCustodians for Commission collections and Banks for NRIobligations 3 Handled T5 and MTFoperations 4 Coordination with Support desk onresolution of Operations related queriesCompliance Experience Preferable havingknowledge of...
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Mumbai, India Axis Bank Full timeTreasury & Markets: ALM - Investment & Analytics Desk 8 - 12 Years 1 Opening Mumbai Role description Treasury: ALM INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader? No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: � Treasury Sub - Department: ...
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mumbai, India Axis Bank Full timeTreasury & Markets: ALM - Investment & Analytics Desk 8 - 12 Years 1 Opening Mumbai Role description Treasury: ALM INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader? No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: � ...
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Customer Support
1 month ago
Mumbai, India Morpheus Human Consulting Full timeReference Code: - 125-156 - Job Title: **Customer Support (Client Servicing) - Broking Industry - Mumbai** - Category: - Broking - Job Description: - Our Client is a full-service broking firm that offers multiple investment products to customers for trading in Equities, derivatives, commodities, currency, and IPO segments via NSE & BSE. The company caters...
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Customer Support
1 month ago
Mumbai, India Morpheus Human Consulting Full timeReference Code: 125-157 Job Title: **Customer Support (Client Servicing) - Broking Industry - Mumbai** Category: Broking **Job Description**: Our Client is a full-service broking firm that offers multiple investment products to customers for trading in Equities, derivatives, commodities, currency, and IPO segments via NSE & BSE. The company caters to...
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Equity Dealer
1 month ago
Mumbai, India Morpheus Human Consulting Full timeReference Code: - 125-155 - Job Title: **Equity Dealer - Broking Industry - Mumbai** - Category: - Broking - Job Description: - Our Client is a full-service broking firm that offers multiple investment products to customers for trading in Equities, derivatives, commodities, currency, and IPO segments via NSE & BSE. The company caters to Retail &...