Advisor - Hni Broking /equity

**Advising HNI/UHNI clients on equity, derivatives.** **Cross selling of third party products like MF, AIF ,PMS, Insurance.** **Acquiring clients.** **Managed portfolio.** **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹1,500,000.00 per year Schedule: - Day shift **Experience**: - Portfolio management: 5 years (preferred) - advising...

**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...

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...

**Position - NRI Advisor (Role Involved advising & dealing (trading) -**Managing the portfolio of the Mapped NRI clients. **(No sales involved)** ** Advising & Dealing Experience**: - on Equity,derivates & option strategy ** Client Handling Experience or Acquisition**: - HNI/Ultra HNI client. - **Aum Size** - currently handing - **Financial product...

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...

**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 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....

Hiring for **Equity Advisor Profile in a Reputed Share Market Company in Airoli Location.** Position - DCA- Onboarding Executive Experience - Fresher or **Min. 6 Months (Experience preferably with brokerage firms)** Location - Mumbai, **Airoli** **Roles & Responsibilities: -** - Responsible for generating brokerage and activation of trading accounts of...

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...

Hello Friends, **Oᴩᴇɴɪɴɢs Wiᴛʜ Lᴇᴀᴅɪɴɢ Sᴛᴏᴄᴋ Bʀᴏᴋɪɴɢ Iɴᴅᴜsᴛy for NRI-Advisor (International Business)**:* **1. #NRI Advisor.** **(No Sales)** **#Experienced: 2-3 Yrs in Advising & Dealing experience must/ No self-trader.** **#CTC: Upto 8.40 Lacs** **2. *Option Trader** **#CTC: Upto 9 Lacs** **#Location:...

**Hi** **We Have openings "PAN INDIA" for a PCG Franchise Advisor/Dealer in Bank Based Companies** **Skills Required,** **1) Buying & Selling Equity on behalf of Client.** **2) Cross Selling Mutual Funds.** **3) NISM Certifications Are Mandatory.** **4) Prior Experience in Similar Setup Preferred.** **5) Good communication skills & Market...

Dealer / Trade Advisors Experienced professionals in the stock markets having requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (Acquisition & Dealing). You should be NISM certified, Graduate and must have experience trading on the terminal.Candidates with Non NISM...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...

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...

Position : Equity Dealer/ Equity Advisor - Chennai Job descriptionExecute the orders on behalf of clients. Responsible for Revenue Generation. Confirmations of trade done by EOD. Activating the Inactive Clients. Ensure the volumes of trade are higher clients trade frequently. From Broking company with at least 2 to 4 years in Equity Dealing & Cross...

**Dealer-** - LOCATION- GAP- KOLKATTA- 12- CHANDIGARH- 4- DELHI- 10- GURGAON- 5- JAIPUR/KOTA- 1+1- KANPUR- 3- ALLAHABAD- 2- LUCKNOW- 5NOTE - Client acquisition. - Dealing behalf of client & generate revenue. - Age max 40 - NISM -8 Certified mandatory. - CTC 3L to 6L( as per experienced) - Employment gap not more than 3months - CIBIL Score minimum 650 - Other...

Stock Market AdvisorAt GenZS Recruitment Solutions, we're seeking a skilled Stock Market Advisor to join our team. The successful candidate will have a strong background in stock broking and be able to advise HNI/Ultra HNI clients on currency & commodity products. Key responsibilities will include individually handling clients with a book size of 25 lacs &...