Relationship Manager/equity Advisor
2 weeks ago
Designation - Relationship Manager Sr RM 1 To identify and acquire the customers2 Maintaining the relationship with the customers 3 Retention of customers4 To cross-sell the investment party products5 To ensure to reach the revenue target Acquiring new and prospective customers Understanding the requirements of the prospect 6 Providing clients with advices that helps them to sort out their problems in investment Ensuring future business from those prospective customers in the long run 1 Generate revenues and AUM for the company as per the expectation2 Give high priority service to the customers as per the company processes3 Advise clients on a range of products viz Equity Mutual Funds PMS in stocks and securities broking derivatives bonds and all the products promoted by the companyDesignation - Equity Advisor - NISM Certification mandatory - Hands on experience in stock market at terminal dealing with Retail HNI customer - Be updated with latest of stock market - Capable of acquiring new clients and cross sales to old clients - Able to generate brokerage - An Good communication skill ref updazz com
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Equity Advisor
2 days ago
Delhi, India Cubical Oprations Full time1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...
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Equity Manager
3 days ago
Delhi, India TekPillar® Full timeWe are looking for anEquity Advisorwith a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards.This is a great opportunity for someone who enjoys guiding...
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Equity Advisor
3 weeks ago
New Delhi, India KYNG Capital Management Full timeCompany Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role Description...
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Equity Advisor
2 weeks ago
Delhi, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation: RM Advisor Vertical: RetailRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics.Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings...
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Equity Advisor
3 weeks ago
Delhi, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...
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Equity Advisor
1 week ago
Delhi, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...
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Equity Advisor
2 weeks ago
New Delhi, India Chola Securities Full timeLocation:Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & DelhiDesignation:RM Advisor Vertical:RetailRoles and Responsibilities:Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings...
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Equity Advisor
2 weeks ago
north delhi, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...
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Equity Relationship Manager
1 week ago
Delhi, Mumbai, NCR, India ICICI Securities Full time ₹ 8,00,000 - ₹ 12,00,000 per yearGreetings for the dayICICI Securities is hiring for Equity Relationship Manager" role for Mumbai & Delhi location.If interested, kindly share your cv on Key Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and...
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Equity Relationship Manager
3 weeks ago
New Delhi, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth has...