Client Advisor-Private Client Group
2 weeks ago
Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group Roles and Responsibilities: - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. - Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). - Acquire new clients while maintaining and nurturing long-term relationships with existing clients. - Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: - Educational Qualification: Postgraduate degree required. - Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. - Hands-on experience in broking with a strong understanding of financial products and market trends. - Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. - Certification: NISM Series VIII certification is mandatory. - Strong expertise in client acquisition, retention strategies, and sales target achievement. - Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India's leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com
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Client Advisor-Private Client Group
4 weeks ago
Bengaluru, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Kolkata, Pune & DelhiDesignation: Equity AdvisorVertical: Private Client GroupRoles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product...
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Client Advisor Support
1 day ago
Bengaluru, Karnataka, India JPMorgan Chase Full timeJ.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments...
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SVP/VP/ AVP/ Relationship Managers- PCG
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Bengaluru, Chennai, Pune, India Quick Turtle Full timeJob Description - Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. - Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. - Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs...
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Client Support Associate
2 weeks ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience. Clients of the Private Bank work with dedicated teams of specialists that bring their investments and financial assets together into one...
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Client Advisor
2 weeks ago
Bengaluru, India NoBroker.com Full timeJOB DESCRIPTION Client Advisor – SalesTeam: Sales Role: Client Advisor (B2C) About the company: Nobroker is a full stack player in proptech space and offers end-to-end services catering each and every real estate need of a customer. We recently attained Unicorn status by becoming the first prop tech player in India to reach $1 billion valuation. Roles and...
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Client Advisor
2 weeks ago
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Client advisor
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Client Advisor
1 week ago
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Client Advisor
1 week ago
Bengaluru, India NoBroker.com Full timeJOB DESCRIPTION Client Advisor – Sales Team: Sales Role: Client Advisor (B2C) About the company: Nobroker is a full stack player in proptech space and offers end-to-end services catering each and every real estate need of a customer. We recently attained Unicorn status by becoming the first prop tech player in India to reach $1 billion valuation. Roles and...
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Client Advisor
2 weeks ago
Bengaluru, India NoBroker.com Full timeJOB DESCRIPTIONClient Advisor – SalesTeam: SalesRole: Client Advisor (B2C)About the company:Nobroker is a full stack player in proptech space and offers end-to-end services catering each and everyreal estate need of a customer. We recently attained Unicorn status by becoming the first prop tech playerin India to reach $1 billion valuation.Roles and...
