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 SummaryWe are seeking a seasoned Vice President of Sales to drive the growth of our sales division at Gretex Share Broking Limited. As a key member of our leadership team, you will be responsible for developing and executing strategies to boost sales performance, maintain client relationships, and expand our customer base.The ideal candidate will have a...

Role Definition:This role ofVice President (VP) of Salesis to lead and drive the growth of our sales division within the Share Broking industry. The ideal candidate will have a strong background in sales, especially with Share Broking, mutual funds, and high-net-worth individual (HNI) clients. The VP of Sales will be responsible for developing and executing...

Role Definition: This role of Vice President (VP) of Sales is to lead and drive the growth of our sales division within the Share Broking industry. The ideal candidate will have a strong background in sales, especially with Share Broking, mutual funds, and high-net-worth individual (HNI) clients. The VP of Sales will be responsible for developing and...

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...

Role Definition: This role of Vice President (VP) of Sales is to lead and drive the growth of our sales division within the Share Broking industry. The ideal candidate will have a strong background in sales, especially with Share Broking, mutual funds, and high-net-worth individual (HNI) clients. The VP of Sales will be responsible for developing and...

Role Definition: This role of Vice President (VP) of Sales is to lead and drive the growth of our sales division within the Share Broking industry. The ideal candidate will have a strong background in sales, especially with Share Broking, mutual funds, and high-net-worth individual (HNI) clients. The VP of Sales will be responsible for developing and...

Role: CLIENT RELATIONSHIP MANAGERRole DefinitionWe are seeking an experienced and customer-focused Client Relationship Manager to join our team in the Share Broking industry. The ideal candidate will be responsible for managing relationships with both retail and high-net-worth individual (HNI) clients, ensuring they receive exceptional service and investment...

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...

Role: CLIENT RELATIONSHIP MANAGERRole DefinitionWe are seeking an experienced and customer-focused Client Relationship Manager to join our team in the Share Broking industry. The ideal candidate will be responsible for managing relationships with both retail and high-net-worth individual (HNI) clients, ensuring they receive exceptional service and investment...

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...

**Urgent Hiring Financial Services Pvt Ltd......!!!** **Location: Malad** **Department: R-CAD** **Profile : Equity dealer (HNI Desk)** **CTC : Up to 15 LPA** **Qualification _Graduate or Post Graduate** **Number of Position : 20** **KEY RESPONSIBILITIES** - Advising HNI clients on the portfolios and cross selling of third party products. - For...

**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...

Role Definition: This role of Vice President (VP) of Sales is to lead and drive the growth of our sales division within the Share Broking industry. The ideal candidate will have a strong background in sales, especially with Share Broking, mutual funds, and high-net-worth individual (HNI) clients. The VP of Sales will be responsible for developing and...

Role Definition: This role of Vice President (VP) of Sales is to lead and drive the growth of our sales division within the Share Broking industry. The ideal candidate will have a strong background in sales, especially with Share Broking, mutual funds, and high-net-worth individual (HNI) clients. The VP of Sales will be responsible for developing and...

Role Definition: This role of Vice President (VP) of Sales is to lead and drive the growth of our sales division within the Share Broking industry. The ideal candidate will have a strong background in sales, especially with Share Broking, mutual funds, and high-net-worth individual (HNI) clients. The VP of Sales will be responsible for developing and...

Sales ManagerLocation: Marol, Andheri, MumbaiJob Description for Stock Broking entity.We are looking to hire experienced professionals who are working or having worked with reputed stock broking entities or wealth management companies or Banks with a minimum experience of 5 years in secondary markets with a good network of clients. Experience in acquiring...