AVP - Portfolio advisory

3 weeks ago

mumbai, India Emkay Global Financial Services Ltd Full time

About EmkayEmkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, private equity firms, corporate houses, small and medium-sized enterprises and high net worth individuals (HNIs).If you are a dynamic and motivated individual seeking to kickstart your career with a leading financial services organization, Emkay is the perfect place for you to grow and thrive. Join us in our journey of excellence by applying nowJob Description:Acquire new customers /HNI / Family office / Corporate Clients / AIF – PMSBuild broking commissions and simultaneously build client assets under management (AUM)Maintain contacts with HNI and to keep them up date with market information, to ensure better relationshipCross-sell Commodities broking, PMS, Insurance & MF in partnership with Financial Advisor of PWM unitEnsure client portfolios are regularly maintained to guide clients on their positionsEnsure customer calling (outbound) is actively done to share ideas, research views & technical views to build volumesEnsure all CAT A customers are met once a fortnight and CAT B once a month and CAT C once a quarterParticipate in the research/analyst meetings to gain fundamental knowledge and data pointsEnsure the customer base is widened to have lesser dependencies on few customersResult Area:Build diversified client base (Cash, F&O, Futures)Build Client AUMsRevenue ParametersMin – 3 x CTCIncentive starts once the revenue crosses 3 x CTC

  • AVP - Portfolio Advisory Manager

    3 weeks ago

    Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

    About Emkay Global Financial Services Ltd.As a leader in the financial services sector, we have been actively creating wealth for our clients for over two decades. Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world.We are seeking...

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    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    4 weeks ago

    mumbai, India SMIFS LIMITED Full time

    Company Description SMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    4 weeks ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    mumbai, India SMIFS LIMITED Full time

    Company Description SMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • Avp/team lead/ sr.wealth manger- pms

    2 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company Description SMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    4 weeks ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    2 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • Avp/team lead/ sr.wealth manger- pms

    1 month ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company Description SMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP/Team Lead/ Sr.Wealth Manger- PMS

    3 months ago

    Mumbai, India SMIFS LIMITED Full time

    Company DescriptionSMIFS Limited, established in 1993 and led by Mr. Rahul Kayan with the guidance of Mr. Ajay Kayan & Mr. Utsav Parekh, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in...

  • AVP - Portfolio advisory

    3 weeks ago

    Mumbai, India Emkay Global Financial Services Ltd Full time

    About EmkayEmkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign...

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    1 day ago

    Mumbai, Maharashtra, India SMIFS LIMITED Full time

    Company OverviewEstablished in 1993, SMIFS Limited offers a wide range of financial services, including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and Distribution. With a strong presence across India, the company focuses on providing Research & Advisory Services to Institutional & Ultra HNI Clients.About the RoleThis...

  • AVP - Portfolio advisory

    3 weeks ago

    mumbai, India Emkay Global Financial Services Ltd Full time

    About Emkay Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign...

  • AVP - Portfolio advisory

    3 weeks ago

    mumbai, India Emkay Global Financial Services Ltd Full time

    About EmkayEmkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign...

  • AVP - Portfolio advisory

    3 weeks ago

    Mumbai, India Emkay Global Financial Services Ltd Full time

    About EmkayEmkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign...