Equity Advisor

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 Description : Financial Services** **Function**: Sales and Business → Sales / Business Development - Equity Derivatives - Equity Trading - Equity Research - Investment Advisory - Finance **Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with a book size of 25...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. Location - multiple location in pune. Required skillset - Computer basics. Training - 3 months training. Salary Range 10000- 15000 **Salary**: From ₹15,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay...

We arelooking for a Equity Advisor in Indias Leading Financial ServicesCompany. JobRoles andResponsibilities: Advising Super HNI clients on EquityDerivatives currency & commodity Markets. Individually handling clients with the book size of 25lacs & above. Creation of revenue &Activation of clients through effective Advisory. Cross selling of other...

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on terminal on behalf of 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...

**About us** Founded in the year 1994, Arete Securities Ltd. formerly known by its flagship name SPA Securities Ltd. is one of the fastest growing financial services company. Started as a small advisory firm, today, Arete Securities Ltd. has evolved into an all-encompassing finance house, providing wide range of services such as investment banking,...

1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 3. Client meetings directly and joint meets along with Bank PBG RM's4. Pitching our research ideas to customers. Person should be NISM certified, Graduate and must have...

Skills : equity advisor, equity trader Job Description**:Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.**Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.**Responsible for...

Finance Mumbai _Mumbai Western Suburbs_ April 25, 2024 - April 26, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **Qualified / Semi Quelified CA, CFA Level 1 cleared, CFP, NISM Certified Investment Advisor, MBA (Finance) is a plus. - **Course Type **Full Time - **Min Required Experience (Years) **5 -...

Position : Advisor-NRI Desk Location : Mumbai**:Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.** Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. **Responsible for...

Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

Company DescriptionFinsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

Job description - 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...

NRI Advisor ROLES & RESPONSIBILITIES: - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue...

**Key Responsibilities** Responsible for increase Turnover Cash & FO increase in Market share in respective region/Zone Interacting with clients of Region on Research calls & equity products(Participation) with high conviction Travelling to Branch location & meeting Clients for presentation on Market and our recommendations Tracking efforts of Dealers of...

Profile - Advisory (Commodities) Location - Mumbai Experience -0 to 2+ Years Description: Advising Clients for Commodities and Currency products. Punching orders on behalf of clients after their consent. Generating Brokerage. Passing on research calls and engaging clients to trade. Activating clients for Commodities. Handling important clients and...