HNI Sales-Investment Products-SSGP

Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to...

HNI Sales TraderLocation:IndiaExperience:5–6 yearsAbout the RoleWe are looking for an accomplishedHNI Sales Traderwith 5–6 years of front-end trading experience to join our fast-paced and client-focused team. The role calls for a professional who can seamlessly manage relationships withHigh-Net-Worth Individuals (HNIs), execute trades across asset...

Roles and ResponsibilitiesProvide investment advisory services to high net worth individuals (HNIs) on various financial products such as mutual funds, insurance, and other investment instruments.Identify new business opportunities through networking, referrals, and market research to acquire new HNI clients.Develop and maintain strong relationships with...

Wealth Management: Work Location: Delhi- Karol Bagh & Mumbai- Goregaon East Profile: Private Wealth (Manager / Sr. Wealth Manager) Wealth Manager Roles and Responsibilities: Acquiring HNI/ UHNI clients through networking, database, market analysis, and references Maintain client relationships and generate AUM from HNI/Ultra HNI clients Achieve the...

Role AVP – Investments & PartnershipsReporting to Team Lead - Investments & PartnershipsResponsibilities• Acquire new HNI clients for Fractional Ownership investments• Manage and convert inbound and outbound leads from various marketing sources• Channel Partner(CP) acquisition: Acquire and farm channel partners to build AUM of preleased commercial...

Role Designation: HNI Sales Department: Sales: Investment Products Function: Sales Reporting to: Cluster Manager - Investment Products Location: Prabhadevi, Mumbai & Indore Job Purpose: Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of...

DescriptionCore domain expertise have Sound knowledge of Wealth1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.3. Regular...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice4) Handle and manage clients with a minimum...

Job DescriptionAbout the Role: We are looking for an experienced and dynamic professional to join our team as an Investment Counselor. In this role, you will be responsible for training and enabling branch teams to effectively sell investment products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private...

Position: Manager - InvestmentsLocation: Charni Road, MumbaiDepartment: InvestmentsAbout the RoleWe are seeking a highly driven and strategicManager - Investmentsto lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM...