12 Advisory Products Jobs

As the Head of HNI Broking at Anand Rathi Group, your primary role will involve managing a team of HNI-Relationship Managers and acquiring high-value relationships with HNI and Ultra HNI clients in the Equity segment. You will be responsible for managing large trader clients, acquiring big ticket size clients, and enhancing advisory relationships with HNI clients. Your focus will be on generating revenue from new clients and executing cross-sell efforts as per the organization's objectives. It is essential to stay updated on financial markets and advisory products/services. Key Responsibilities: - Manage a team of HNI-Relationship Managers - Acquire high-value relationships with HNI and Ultr...

As a Regional Advisory Manager, you will have the following responsibilities: - Experience in stock trading, option Trading, Mutual Fund, Third Party Products. - Work experience as Relationship Manager with a minimum of 3 years. - Support in selling SK Research and Advisory Products, Mutual Fund, and LAS through business partners. - Portfolio Doctoring support for franchisee clients. - Resolve investment queries. - Visit outlets of business partners in Bihar. - Build and maintain relationships. - Conduct HNI Client Meets along with franchises, as well as interactions and seminars covering Market Outlook, Mutual Funds, Stock Ideas, SK Advisory Products, etc. - Provide client training through ...

Role Overview: You will be responsible for acquiring high value relationships in the HNI Broking vertical (EQUITY). Your main tasks will include managing Large Trader Clients/Big Ticket size Client Acquisition & service, as well as managing the relationship of super HNI clients to retain and enhance advisory relationships. Additionally, you will work on managing relationships of HNI clients to retain and enhance advisory relationships. Your role will also involve generating revenue from existing customers mapped and from new clients, executing cross-sell efforts as per the organization's focus, and keeping yourself updated on financial markets and advisory products/services. Key Responsibili...

You will be responsible for managing relationships with an existing portfolio of clients in order to up-sell and cross-sell various advisory products, with a primary focus on acquiring new customers. Your duties will include handling and managing clients for all their investment needs, generating cross-sell revenue, and providing 360-degree financial planning through wealth management. The company is a wealth advisory firm specializing in mutual funds and other financial services. In addition to goal planning, the firm offers comprehensive financial planning services to clients.,

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trade...

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trade...

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trade...

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trade...

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trade...

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trade...

Role & responsibilities • Equity sales to all clients of branch with special focus on HNI clients . • Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. • Generating Net interest income through Margin trade funding (MTF) as per assigned targets • Asset gathering through, Advisory products, InvesTiger, IPO, ETF etc. • Acquiring new clients & generate revenues from new clients. • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market • Help customers to Execute trade online and place orders on behalf of customers . • Giving confirmation of orders and trade...

Role & responsibilities Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation oftrading account of clients, assisting new entrantsin the equity market to understand the dynamics of market. Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders an...