PCG - HNI - Equity Advisor ManagerConfidential • Mumbai, Thane, Chennai
PCG - HNI - Equity Advisor Manager
Confidential • Mumbai, Thane, Chennai
27 days ago
Job descriptionResponsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS / MF / Fixed Income Daily meetings to be done with existing clients and new
Required Candidate profile
- Candidate should have exp handling the HNI and UHNI Clients
- Qualifications : Post Graduation
- Exp- 5 Years in sales / wealth management and experience on PMS, Mutual Fund, AIF & Insurance product
Skills Required
Wealth Management, Pms, Mutual Fund, Aif
Create a job alert for this search
Equity Advisor • Mumbai, Thane, Chennai
Related jobs%20Pvt%20Ltd)
Mutual Fund Advisor
Confidential • Mumbai, Thane, Chennai
Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Eq...Show more
Last updated: 27 days ago • Promoted
AVP - PCG NRI Desk
Confidential • Chennai, Mumbai, Bengaluru / Bangalore
The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI c...Show more
Last updated: 30+ days ago • Promoted
Sr RM / RM Investment Products
Confidential • Chennai, Chandigarh, Mumbai
Quick Turtle is seeking a driven and knowledgeable Sr.Relationship Manager (RM) or Relationship Manager (RM) for Investment Products.
This role is focused on catering to the sophisticated investment...Show more
Last updated: 30+ days ago • Promoted
Partners / Preferred Wealth RMs
Confidential • Mumbai, Chandigarh
HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
Networking and cultivating a good relationship with t...Show more
Last updated: 30+ days ago • Promoted
Sr. Manager - AR Billing
Confidential • Mumbai City, Navi Mumbai, Mumbai
Lead the India Finance (AR Billing) team reporting into the India Operations Director with a dotted line to the Director of Finance.
Provide leadership and develop a high performing, engaged billing...Show more
Last updated: 24 days ago • Promoted
Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking
Confidential • Chennai, Mumbai, Bengaluru / Bangalore
Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances.Train, Motivate & get productivity from the team.
Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesie...Show more
Last updated: 30+ days ago • Promoted
Branch Technical Manager
Confidential • Agra, Ghaziabad, Mumbai
In this role, you will be responsible for the inspection of property valuations, including checking built-up area and plot area, and preparing comprehensive valuation reports.You will work closely ...Show more
Last updated: 30+ days ago • Promoted
Credit Manager
Guardians Human Resources (OPC) Pvt Ltd • Bandra, Maharashtra, India
Investment Banking Advisory firm.The role requires a highly analytical and detail-oriented professional to support.Vice President / Managing Director.
Minimum 3 years in Wholesale Banking or Credit ...Show more
Last updated: 20 days ago • Promoted
Clinical IVF Fellow
Luma fertility • Bāndra, Republic Of India, IN
Job Summary The Junior IVF Consultant will support the fertility team in providing high-quality reproductive healthcare services, including patient assessment, treatment planning, IVF procedures, a...Show more
Last updated: 10 hours ago • Promoted • New!
Manager - Partnerships (B2B)
Confidential • Navi Mumbai, India, Mumbai
Strategic Partnerships & Business Development.Develop and execute a comprehensive B2B partnership strategy spanning education financing (loans / Insurances and ancillary services)) and savings (mutua...Show more
Last updated: 9 hours ago • Promoted • New!
Relationship Manager- Super Equity Trader
Confidential • Mumbai, Chennai, Bengaluru / Bangalore
Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms.
Achievement of assigned Clust...Show more
Last updated: 30+ days ago • Promoted
Investment Counsellor / Investment Advisor
Confidential • Bengaluru / Bangalore, Delhi, Mumbai
To strategize client engagement process for optimal revenue generation.IC will be instrumental in acquisition of larger relationships along with the RM.
To engage with RHs / RMs on identifying opportu...Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Confidential • Thane, Chennai, Mumbai
Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Eq...Show more
Last updated: 27 days ago • Promoted
Audit Manager
Confidential • Mumbai City, Navi Mumbai, Mumbai
Audit Planning and Execution : Plan and conduct audits to assess controls, operational efficiencies and compliance with policies, procedures and regulation, detecting ineffective or inefficient prac...Show more
Last updated: 13 days ago • Promoted