Talent.com
Centrum Finverse Limited
Equity Advisor and Sales RM for HNICentrum Finverse Limited • Kolkata, India
Equity Advisor and Sales RM for HNI

Equity Advisor and Sales RM for HNI

Centrum Finverse Limited • Kolkata, India
5 days ago
Job description
Company Description

Centrum Finverse Limited is a prominent financial services provider committed to delivering exceptional solutions tailored to clients' needs. Specializing in wealth management and financial planning, the company aims to empower clients with expert advice and personalized services. With a focus on innovation and excellence, Centrum Finverse strives to build long-term relationships rooted in trust, transparency, and performance. Join our team and embark on a journey to help individuals and businesses achieve their financial goals.

Role Description

This is a full-time, on-site role based in Kolkata for an Equity Advisor and Sales Relationship Manager (RM) for High Net Worth Individuals (HNI). In this role, you will actively manage client relationships, provide expert investment advisory and portfolio management services, and drive sales by offering tailored financial solutions to meet clients’ needs. You will also focus on delivering excellent customer service, identifying new business opportunities, and cultivating long-term partnerships with clients.

Qualifications

- Strong skills in Customer Service to build and maintain client relationships - In depth knowledge of Indian Equity and Derivatives market - Stronge knowledge of MF , Fixed Income Product and LAS - Proven expertise in Investments and Finance to provide sound financial advice and solutions - Experience in Sales with a focus on achieving targets and driving revenue growth through MF, Fixed Income Products , LAS and Equity products - Knowledge of Portfolio Management to optimize client investments and generate returns - Strong communication, interpersonal, and negotiation skills - Ability to work in a dynamic, client-focused environment - Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred - Relevant certifications such as NISM or CFA will be an added advantage - Previous experience working with HNI clients is highly desirable
Create a job alert for this search

Equity Advisor and Sales RM for HNI • Kolkata, India

Similar jobs

Equity Advisor and Sales RM for HNI

Centrum Finverse Limitedkolkata, west bengal, India

Centrum Finverse Limited is a prominent financial services provider committed to delivering exceptional solutions tailored to clients' needs.Specializing in wealth management and financial planning... Show more

 • Promoted

Equity Advisor And Sales Rm For Hni

Centrum Finverse LimitedKolkata, Republic Of India, IN

Centrum Finverse Limited is a prominent financial services provider committed to delivering exceptional solutions tailored to clients' needs.Specializing in wealth management and financial planning... Show more

 • Promoted

Manager Sales

GoKhanakolkata, west bengal, India

About GoKhana - ToBox Ventures Pvt Ltd:.Be a Part of the Future of Corporate Dining with GoKhana.GoKhana is at the forefront of transforming corporate cafeterias, offering a full-stack B2B technolo... Show more

 • Promoted

Senior Wealth Management Advisor

Centrum Finverse LimitedKolkata, Republic Of India, IN

Centrum Finverse Limited is a prominent financial services provider committed to delivering exceptional solutions tailored to clients' needs.Specializing in wealth management and financial planning... Show more

 • Promoted

Senior Wealth Manager

SMIFS LIMITEDkolkata, west bengal, India

Job Title: Senior Wealth Manager.The Senior Wealth Manager will be responsible for acquiring and managing High Net-worth and Ultra HNI clients, driving AUM growth, and delivering comprehensive weal... Show more

 • Promoted

Relationship Manager

Motilal Oswal Financial Services Ltdkolkata, west bengal, India

Motilal Oswal Financial Services Limited.Build, manage, and grow a portfolio of Affluent and HNI clients.Achieve AUM growth objectives and increase overall wallet share.Deliver personalized investm... Show more

 • Promoted

Senior Domain Experts

ArcVac ForgeCast Private Limitedkolkata, west bengal, India

We are inviting Senior Domain Experts for attractive flexi- time advisory assignments in the following domains near Kolkata:.QMS & EHS (Implementation & Audit).Plant Maintenance & Engineering (Elec... Show more

 • Promoted

Relationship Manager

Credicus Business Services Pvt Ltdkolkata, west bengal, India

Motilal Oswal Financial Services Ltd.Drive acquisition and management of Affluent & Super Affluent clients while growing AUM and strengthening long-term relationships through customized investment ... Show more

 • Promoted

Vendor Manager - Interior

Livspacekolkata, west bengal, India

E2E sourcing, onboarding, and training of contractor interior vendors as per supply plan and ensuring strict adherence.Vendor Negotiations and owning Product Margins.Tracking of vendor's project PO... Show more

 • Promoted

Financial Client Advisor

Credicus Business Services Pvt LtdKolkata, Republic Of India, IN

Motilal Oswal Financial Services Ltd.Drive acquisition and management of Affluent & Super Affluent clients while growing AUM and strengthening long-term relationships through customized investment ... Show more

 • Promoted

Interior Sourcing and Onboarding Specialist

LivspaceKolkata, Republic Of India, IN

E2E sourcing, onboarding, and training of contractor interior vendors as per supply plan and ensuring strict adherence.Vendor Negotiations and owning Product Margins.Tracking of vendor's project PO... Show more

 • Promoted

Principal Advisory Professional

ArcVac ForgeCast Private LimitedKolkata, Republic Of India, IN

We are inviting Senior Domain Experts for attractive flexi- time advisory assignments in the following domains near Kolkata:.QMS & EHS (Implementation & Audit).Plant Maintenance & Engineering (Elec... Show more

 • Promoted

Wealth Management Consultant

Motilal Oswal Financial Services LtdKolkata, Republic Of India, IN

Motilal Oswal Financial Services Limited.Build, manage, and grow a portfolio of Affluent and HNI clients.Achieve AUM growth objectives and increase overall wallet share.Deliver personalized investm... Show more

 • Promoted

Urgent Opening- Manager/ Sr Manager- Wealth Management

Bajaj Capital Ltdkolkata, west bengal, India

Designation- Manager/ Sr Manager- Wealth Management.Develop and provide solutions to the client’s basis their requirements.Conduct timely and regular follow-up with the leads and tag them on broadc... Show more

 • Promoted

Zonal Therapy Manager (Scientific Sales Leadership Role)

LifeCell International Pvt.Ltdkolkata, west bengal, India

As we accelerate our footprint in the.Postnatal Genomics & Pediatric Rare Disease Diagnostics space.Are you a high-caliber scientific sales professional with strong exposure to Neonatology, Pediatr... Show more

 • Promoted

Senior Wealth Management Advisor

SMIFS LIMITEDKolkata, Republic Of India, IN

Job Title: Senior Wealth Manager.The Senior Wealth Manager will be responsible for acquiring and managing High Net-worth and Ultra HNI clients, driving AUM growth, and delivering comprehensive weal... Show more

 • Promoted

Investment Relationship Specialist

Motilal Oswal Financial Services LtdKolkata, Republic Of India, IN

Motilal Oswal Financial Services Limited.Build, manage, and grow a portfolio of Affluent and HNI clients.Achieve AUM growth objectives and increase overall wallet share.Deliver personalized investm... Show more

 • Promoted

Client Portfolio Advisor

Motilal Oswal Financial Services LtdKolkata, Republic Of India, IN

Motilal Oswal Financial Services Limited.Build, manage, and grow a portfolio of Affluent and HNI clients.Achieve AUM growth objectives and increase overall wallet share.Deliver personalized investm... Show more

 • Promoted

Wealth Management Advisor

Motilal Oswal Financial Services LtdKolkata, Republic Of India, IN

We Are Hiring | Relationship Managers 🚨.Looking for dynamic and passionate Relationship Managers to join the growing team at Motilal Oswal Financial Services!.Strong communication & client handlin... Show more

 • Promoted • New!

Wealth Management Lead

Bajaj Capital LtdKolkata, Republic Of India, IN

Designation- Manager/ Sr Manager- Wealth Management.Develop and provide solutions to the client’s basis their requirements.Conduct timely and regular follow-up with the leads and tag them on broadc... Show more