34 Advising Jobs - Page 2

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

Dealing in various long & short term Debt instruments of corporate bonds in primary and secondary market Offering various corporate bonds, government securities, state securities to Provident Fund, Family Offices, HNI ,Sub broker / IFA . Sourcing of securities from Banks ,Primary Dealers & Institutions. Building relationship with clients Desired Profile : Candidates should be having exposure to the Debt market. Candidates should be having a good educational background.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complaints of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

Handling outbound Calls Advising to the clients regardingEquity Market Give Proper Guidance about Shares Client Coordination

- Reactivate the inactive clients and do Order Punching - Client base of inactive Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Should be ready to achieve Brokrage generation, cross selling and reactivation taget - NISM 8 Certificate - 6 months of Expe in Stock Market. - can also send CV at popularplacement@yahoo.com

The role involves identifying & empaneling CAs, Ex- Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.). Training and driving IFDs to achieve sales of financial products on ongoing basis. The person should have good understanding of client (IFDs) needs in Primary market products. Acquiring new IFDs & advising them on primary market products. Organising events to develop the Business of IFDs.

Job Title: Equity Relationship Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR, Dhanashri at 7796426785.

HI, We have looking to hire Partner for an Audit Firm location at Puraswalkam, Chartered Accountant required. The Partner role is a senior leadership position focused on driving client impact, team development, and operational excellence. Partners act as key decision-makers, ensuring the firm delivers high-quality advisory services while maintaining strong client relationships and contributing to the development of the firms people. This position combines leadership, client management, and industry expertise to ensure the consulting firms success in delivering innovative solutions to complex client challenges. Partner can be from any of the below mentioned specialisations: Income Tax GST Due Diligence Valuations M&A Advisory International Tax Loan Liasoning Key Responsibilities 1. . Service Delivery Excellence Oversee the planning, execution, and monitoring of all service delivery activities, ensuring adherence to timelines, quality standards, and budgets. Develop and implement processes to improve service delivery efficiency and effectiveness. Ensure service offerings align with client needs and industry best practices. Address operational challenges proactively, mitigating risks to maintain service continuity. Regularly review performance metrics to assess and refine service delivery strategies. 2. Client Satisfaction and Relationship Management Act as the primary point of contact for key clients, fostering trust and long-term relationships. Conduct regular check-ins with clients to understand their needs, gather feedback, and ensure satisfaction. Address and resolve client concerns promptly and professionally, ensuring a positive client experience. Collaborate with clients to identify opportunities for value-added services or solutions. Lead presentations, workshops, and discussions to demonstrate thought leadership and service capabilities. 3. Team Leadership and Management Build, lead, and inspire a high-performing service delivery team. Establish clear roles, responsibilities, and expectations for team members. Provide coaching, mentoring, and professional development opportunities to enhance team capabilities Drive a culture of collaboration, accountability, and continuous improvement within the team. Develop succession plans and identify talent for leadership roles within the firm. 4. Operational and Financial Oversight Monitor resource allocation to ensure optimal utilization in the service delivery. Develop and manage budgets for service delivery operations, ensuring cost efficiency without compromising quality. Contribute to financial planning by identifying revenue growth opportunities through enhanced service delivery. Analyze and report on key performance indicators (KPIs) related to service delivery, client satisfaction, and team performance. 5. Leadership and Strategy Develop and execute strategic plans to enhance revenue growth opportunities. Collaborate with other senior leaders to align business operations and strategic goals across the firm Skills required - Minimum 7-12 years of experience, with at least 3 years in a senior leadership role. Demonstrated success in building and managing high-performing teams. Proven track record of delivering exceptional client outcomes. Should have experience in handling multiple clients parallelly Experienced in development and retention of top talent within the firm. Someone who was running their own firm and is no longer wanting to continue or wishes to merge Any Big4 candidate looking to leave Big4 can be considered. Apart from Big4, RSM/BDO/GT, etc. can be considered Senior professionals from outside Chennai can be considered they can run branches locations Retired professionals in Chennai who were senior executives looking for part-time role can be considered Immediate joining required. Sal is negotaible.

Interfacing the senior management of MNCs/corporate Houses Understanding the business and their global requirements Advising/Assisting in incorporating overseas Companies, overseeing the timely compliances of the companies, audit Good communication Required Candidate profile Meeting with managers in the organization to plan strategically Understanding key customer individual needs and addressing these Knowing your competition & strategizing accordingly