Client Advisor-Private Client Group
1 week 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
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Wealth Operations Analyst
1 week ago
Kolkata metropolitan area, West Bengal, India Client Associates Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionClient Associates (CA) is India's first and largest"Multi Family Office Firm"founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...
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Private Banking Advisor, Associate
1 day ago
Kolkata, West Bengal, India Deutsche Bank Full time**Private Banking Advisor, Associate**: **Job ID**:R0388855 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-05-22 **Location**:Kolkata **Position Overview**: **Job Title: Private Banking Advisor, Associate** **Location: Calcutta, India** **Role Description** - Branch Banking is the liability business for Deutsche Bank...
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Client Servicing Executive
3 days ago
Andheri West, Mumbai, Maharashtra, India Client of Peoplelan LLP Full time: - Responsible for speaking to prospective leads looking at investing with the company by explaining the product offerings in detail - Responsible for generating interest and arranging next level meetings/calls w - Maintaining healthy relationship with all business stakeholders Requirements: - Extremely Confident - Strong Communication Skills - Patient and...
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Client Solution Executive
2 weeks ago
west bengal, India VML Full timeAbout Us: VML, a WPP company is a global powerhouse born from the unification of Wunderman Thompson and VMLY&R — two of the world's most powerful and accomplished creative agencies with complementary capabilities and geographic strengths. We have an industry-unique opportunity to provide our client partners with a fully integrated offering across brand...
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Client Solution Executive
1 week ago
west bengal, India VML Full timeAbout Us: VML, a WPP company is a global powerhouse born from the unification of Wunderman Thompson and VMLY&R — two of the world's most powerful and accomplished creative agencies with complementary capabilities and geographic strengths. We have an industry-unique opportunity to provide our client partners with a fully integrated offering across brand...
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Client Acquisition Specialist
1 week ago
west bengal, India DetaPent Full timeRole Overview: A Client Acquisition and Business Development Specialist in the staffing industry is responsible for identifying, pursuing, and securing new business opportunities with companies that require staffing solutions. This role focuses on expanding the client base and driving revenue growth by matching client workforce needs with the staffing...
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Advisor-pcg
3 weeks ago
Kolkata, West Bengal, India Motilal Oswal Full timeJob Specifications Role Designation Advisor Department PCG Function Advisory Company Motilal Oswal Financial Services Ltd Reporting to Group Advisory Leader-PCG Location Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity Derivative portfolios New client acquisition for Broking Investment products -...
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Client Service Executive
2 weeks ago
Malad West Dely, Mumbai, Maharashtra, India cFIRST Background Checks LLP Full timePosition: Client Service - Executive **Job Location: Malad W, Mumbai** **Requirements**: **Excellent English Communication - Voice.** Basic Computer Skill (Excel, Typing) Job purpose: To interact with client on a regular basis and to ensure that delivery standards are met as per requirement **Key Responsibilities**: - First point of contact (SPOCs )...
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Customer Service Support Advisor
1 day ago
Kolkata, West Bengal, India BT Group Full time**Customer Service Support Advisor**: - Job Req ID: 52203- Posting Date: 6 Nov 2025- Function: BT contact centres- Unit: Finance & Business Services- Location: DLF IT Park,Phase II, IIF/1, Kolkata, India- Salary: competitive**Why this job matters**: - The Customer Service Advisor 2 assists customers across all channels, delivering customer value and...
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HR Recruitment Executive
2 days ago
west bengal, India Client of Anthroplace Full timeJob Title: HR Recruitment ExecutiveLocation: KolkataEmployment Type: Full-timeExperience: 1–3 yearsPreferred About the Role:We are looking for a HR Recruitment Executive to join our client in their Kolkata office. The ideal candidate should be very tech and social media savvy and have a keen interest in recruitment and talent acquisition.Key...