Hni Broking

**Advising HNI/UHNI Clients.** **Experience in advising / trading.** **New Client acquisation.** **Good Knowledge of equity, currency products, commodity, MF, stock market.** Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. **Job Types**: Full-time, Permanent Pay:...

Job DescriptionAbout Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst...

Job Description About Company :Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities :Advising Affluent clients on their investments and managing their overall financial portfolio...

About Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the...

Department: Sales - Investment Products Function: Sales **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...

**Job Specifications** **Role Designation: HNI Sales Department: Sales - Investment Products** **Function: Sales Company** **Reporting to**: Cluster Manager - Investment Products Location**:Prabhadevi & Indore** **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution....

Getting productivity from HNI clients in Portfolio Management Services (PMS), - Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned - in terms of cross selling, enhancing and upgrading the High Net Worth - relationships. He is also responsible for selling Insurance. - 1. Getting productivity from channel in Portfolio Management...

Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products - PMS/AIF/MFs...

Designation: HNI Sales Department: Sales - Investment Job Purpose Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...

We are looking for Compliance Officer/ Executive Company - Stock Broking Location - Nariman Point Experience - 4 yrs Knowledge of DP and stock broking back office, Compliance with SEBI (Stock Broking, Merchant Banking, Invest Advisory) Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock exchanges i.e....

We are looking for Compliance Officer/ Executive Company - Stock Broking Location - Nariman Point Experience - 4-7 yrs Salary - 30-60 k pm Knowledge of DP and stock broking back office, Compliance with SEBI (Stock Broking, Merchant Banking, Invest Advisory) Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock...

1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. Daily meetings with clients.4. Getting productivity from HNI clients in Portfolio Management Services (PMS),...

**Role Overview**: - Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock exchanges i.e NSE & BSE, and depositories, clearing corporations, daily settlements, return filing, client communications, monitoring operations, reporting, empanelment, liaising with back office of institutional cum HNI clients, other day to...

Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf if clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly updated with the...

**JOB Description**: **Advising HNI/Ultra HNI clients on currency & commodity products.** **Individually handling clients with the book size of 25 lacs & above.** **Creation of revenue & Activation of clients through effective Advisory.** **Desired Skill Set**: **Any Graduate with minimum experience of around 2-5 years into stock broking...

_**Hiring for a leading Stock Broking Company !**_ Position - DCA - Onboarding Executive NISM Certificate is preferred. Job Location - Mumbai Salary -in hand + Incentives (Based on target) **Upto 3 lpa + INCENTIVES** **Responsibilities -** - Responsible **for generating brokerage and activation of trading account of clients, **assisting new entrants in...

**JOB Description** Advising HNI/Ultra HNI clients on currency & commodity products. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. **Desired Skill Set**: Any Graduate with minimum experience of around 2-5 years into stock broking industries. Individuals who...

Role Overview:- Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock exchanges i.e NSE & BSE, and depositories, clearing corporations, daily settlements, return filing, client communications, monitoring operations, reporting, empanelment, liaising with back office of institutional cum HNI clients, other day to day back...

Role Overview:- Involves ensuring compliance with SEBI & other applicable rules and regulations of the stock exchanges i.e NSE & BSE, and depositories, clearing corporations, daily settlements, return filing, client communications, monitoring operations, reporting, empanelment, liaising with back office of institutional cum HNI clients, other day to day back...

**Advising HNI/UHNI Clients.** **Experience in advising / trading.** **New Client acquisation.** **Good Knowledge of equity, currency products, commodity, MF, stock market.** Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. **Job Types**: Full-time, Permanent Pay:...