Hni - Equity Advisor

Role OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity...

**Job description** TRADEBULLS SECURITIES PVT. LTD is HIRING HNI EQUITY DEALER / ADVISOR Experience: 2+ year (preferred) Location: Surat, Gujarat JOB DESCRIPTION: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of...

Dear Candidate,Greetings From "APEX SERVICES"Role- HNI DealerCTC- upto- 6 LPA + incentive + Other benefitROLES & RESPONSIBILITIES:Advising Super HNI clients on Equity, Derivatives, currencyIndividually handling clientsCross selling of other products like Mutual fund, PMS, Insurance.Handling Queries & complains of client's & solvingAcquiring new clients &...

_**Role description**_ **-** **- Reactivation of clients & acquisition of new clients - open market acquisition, cold calling, through referrals etc** **- Trade on behalf of clients** **- Develop and maintain a long-term relationship with customers** **- Responsible for reactivation of dormant clients. Ensure growth in clientele by converting...

Advisor JD Roles and responsibilities: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence...

Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

**Job Title: PCG Advisor** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. -...

Role description ? Reactivation of clients & acquisition of new clients ? open market acquisition, cold calling, through referrals?etc Trade on behalf of clients Develop and maintain a long-term relationship with customers Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads Acquisition of De-mat / Trading...

**ROLES & RESPONSIBILITIES: -** - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and...

Urgent opening for a **leading stock market company** in **Ahmedabad location**! Designation**:* **Dealer/Trade Advisor* These are individuals who are experienced in the stock markets and have requisite skills for acquiring big ticket clients and advise them on their decisions on the stock market & execute client trade on the terminal (**Acquisition &...