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...

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...

·    Be part of designing & developing D&I initiatives ·    Work closely with our internal Diversity Working Groups and Social Networks ·    This role offers training & development in the D&I space ·    $105,754 + Super About You: You are a passionate diversity and inclusion professional with experience working across all diversity...

Need Graduates with some knowledge of Finance and Stock Market **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: From ₹5,000.00 per month Schedule: - Day shift Supplemental Pay: - Performance bonus COVID-19 considerations: no **Education**: - Bachelor's (required) License/Certification: - NISM CERTIFICATION (required) Shift...

**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...

Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central...

Position: Relationship Manager Privilege:Key Job Responsibilities -Acquire quality clients through networking, data base, market intelligence and references from existing clients.Generate Cross Sell revenue through Financial Planning.Promote Focus Product of the monthMaintain records of business on internal software.Induct new clients to the Central Dealing...

Job Description JOB PROFILE Position Area Sales Manager Location Berhampur, Sambalpur, BBSR Reports to M5 Category Agency Reporting Cluster Head Level M7 Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare by empowering them with knowledge, guiding them with expertise, and providing them...