Equity Advisor

Responsible to generate brokerage primarily through advising clients on their equity portfolio - Punching orders on the terminal on behalf of clients - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business - Will need to be constantly updated with the...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

Role & responsibilitiesClient Advisory: Guide clients on buying, selling, or holding stocks and equity-related products.Portfolio Management Support: Suggest asset allocation strategies based on risk appetite, goals, and market conditions. Cross-Selling: Often involved in offering related products like mutual funds, SIPs, IPOs, bonds, and insurance.

Job DescriptionKey Job Responsibilities -1. Acquire quality clients through networking, data base, market intelligence and references from existing clients.2. Generate Cross Sell revenue through Financial Planning.3. Promote Focus Product of the month4. Maintain records of business on internal software.5. Induct new clients to the Central Dealing Desk for...

Position: Real Estate Private Equity Associate  Location: Remote (Preference for candidates based in India)  Employment Type: Full-time  Compensation: USD 1,500 per month  About the Role We are seeking a highly motivated and detail-oriented Private Equity Associate with around 3 years of experience in private equity, investment banking, or financial...

**Department**:Broking **Channel** **Designation: Branch Manager** **Grade: M3 or M4 - Manager OR Sr. Manager** **Years of Exp: 4 to 6 yrs** **Location: Mumbai **Role**: - Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. - Responsible to manage a team of...

Responsible for generating brokerage primarily through advising clients on their equity portfolio. - Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. - Revenue generation revenue to be generated from broking accounts which are self-sourced and...

Reporting to the Chief Executive Officer (CEO), the Director of Health Facilities and Systems Strengthening (DHFSS) will play a pivotal role in supporting the organisations mission to transform healthcare delivery in under-resourced communities in rural and urban areas. This position focuses on enhancing Reproductive, Maternal, and Newborn Health, addressing...