Strategic Financial Advisor

Job Description:Advising Ultra High Net Worth Individuals (HNI) on Equity, Futures and Options (F&O), Currency and Commodities.Managing large customers with a book size of 25 lakhs and above.Building strong rapport with Business Associates (Franchisees, Intermediary Financial Advisers) to drive business scalability and quality servicing.Helping Business...

**Job Title**: Financial Sales Advisor **Location: Jaipur** **Job Type**: Full-time **Key Responsibilities**: - Identify potential clients and assess their financial needs. - Advise clients on suitable financial instruments based on their risk appetite and investment goals. - Develop and maintain strong relationships with clients to ensure long-term...

We are hiring Position: Financial Advisor Location: Ernakulam - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain...

Seeking a senior advisor to lead business development with high net worth clients and B2B partners. Key responsibilities include advising clients on investment products, building strong relationships, and driving business growth through market understanding and client-centric approach.Key ResponsibilitiesAdvise Ultra HNI clients on a diverse range of...

Job Title: Relationship Manager PCGJob Description:Acquire and handle high net worth individual clients for the Private Client group with a book size of Rs. 25 lac and above.Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.Cross-sell third-party products such as mutual funds, portfolio management...

Private Wealth Manager - PCG Advisor RoleWe are seeking a seasoned Private Wealth Manager to lead our PCG (Private Client Group) advisory practice. As a strategic partner, you will be responsible for advising Ultra HNI clients on complex financial products and fostering strong relationships with business associates to drive scalable business growth.Key...

Expert Financial StrategistAbout the RoleWe design and deliver personalized financial strategies that empower our clients to achieve their goals.As an Expert Financial Strategist, you will be responsible for acquiring and managing high-quality client relationships. You will offer goal-based financial planning and develop tailored investment strategies to...

Job Overview:Key Performance Indicators (KPIs): Quality CASA AcquisitionsTarget Customer Segments: High Net Worth Individuals and Business OwnersCore Competencies: Strategic Selling, Relationship Building, and NegotiationEssential Skills:Effective CommunicationProblem-Solving AbilitiesTime ManagementAdaptabilityResponsibilities:Drive business growth by...

Key Responsibilities:Deliver comprehensive wealth management services to high net worth individuals, addressing their personal and business banking needs, as well as insurance requirements.Achieve targets for product mix, ensuring a balanced portfolio that meets clients' expectations.Maintain 360-degree visibility into clients' financial and business...

Job Title: Financial Business Development ExecutiveThe ideal candidate will have a strong understanding of the primary market and experience in recruiting and handling Independent Financial Distributors (IFDs).They will also have knowledge of investments products, including mutual funds, portfolio management services, and stock broking.Additionally, they...