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...

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...

**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...

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...

**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:...

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....

**About the Company**: **Nuvama Wealth and Investment Limited **(Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading...

Senior Advisor - Private Client Group Responsibilities:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Ensure timely advice to customers for Equity and Derivative markets...

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...

**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...

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...

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...

Urgent opening for a **leading stock market company** in **Ahmedabad location**! **Designation**: Dealer/Trade Advisor These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (**Acquisition &...

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...

Urgent opening for a **leading stock market company** in **Mumbai location!** **Designation**: Dealer/Trade Advisor These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (**Acquisition &...