Equity Sales, Pms, 3-6 Years

**About Company**: The Employer is a Portfolio Management firm having an office in BKC, Mumbai. The firm is founded by veterans having extensive experience in known institutional brokerage houses. Currently, the PMS is managing an AUM of INR 700-800 Cr. **Job Type**: Full Time Hiring for a equity dealer - preferably person who has worked in PMS equity...

Position Overview:Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Position Overview: Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Position Overview: Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Position Overview:Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Position Overview: Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Location – Mumbai – Lower Parel/Position:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMS Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel...

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. To give your full involvement to support clients to maintain long-term relationship with them. 4. Daily meetings...

About the Role:We are seeking an experienced professional to lead our portfolio management sales team at Equentis. As a Head of Equity Sales and Marketing, you will be responsible for achieving sales targets, driving development of PMS/AIF markets, and increasing the premium client base of PMS investors.Key Responsibilities:Achieve sales targets and drive...

**PMS Audit**: **Location**: MumbaiQualifications : CA/MBA-Finance/CFA (US) Experience : 0-3 Years Role: **1) To evaluate PMS Performance across the industry**: **a.Preparing PMS Audit and of clients and creating tracking mechanism for the same** **b. Standardizing the review format** **c. Doing meeting with RMs and presenting the Audit for the...

Job Title: Sector Analyst Location: Mumbai Company: Choice Equity Broking Pvt Ltd Department: Research Reports to: Head of Research Job Overview: As a Sector Analyst at Choice Equity Broking Pvt Ltd, you will be responsible for providing expert analysis and insights on a specific sector within the equity market. Your role will involve researching and...

Job Title: Sector Analyst Location: Mumbai Company: Choice Equity Broking Pvt Ltd Department: Research Reports to: Head of Research Job Overview: As a Sector Analyst at Choice Equity Broking Pvt Ltd, you will be responsible for providing expert analysis and insights on a specific sector within the equity market. Your role will involve researching and...

Location – Mumbai – Lower Parel/Position:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMS Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel...

Location – Mumbai – Lower Parel/ Position:– PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales...

Location – Mumbai – Lower Parel/Position:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMS Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel...

Job Summary:We are seeking an experienced Institutional Equity Sales Specialist to join our team at RAREFIND HR CONSULTING PRIVATE LIMITED.About the Role:The successful candidate will be responsible for building and maintaining relationships with institutional clients, understanding their investment objectives and preferences. They will also promote the...

Position Overview:Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Job Description:The Head of Portfolio Management Sales is responsible for driving the growth of Equentis' equity portfolio management function. This role requires a strong track record in equity management, excellent leadership skills, and a deep understanding of market dynamics.Main Duties:Develop and execute investment strategies to achieve sales targets...

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...