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5 - 7 years
10 - 15 Lacs
Pune, Ahmedabad, Delhi / NCR
Work from Office
1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...
Posted 4 months ago
3 - 6 years
8 - 15 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
VP/ AVP/ DVP PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee/IFA/B2B) 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Advance strategies ...
Posted 4 months ago
1.0 - 3.0 years
4 - 6 Lacs
mumbai
Work from Office
About the Role: Are you deeply passionate about the stock market and driven by the pursuit of discovering high-growth investment opportunities? Our client seeks a motivated individual to join their team as a key contributor in equity research and fund management. This role is designed for those aspiring to build a lasting career in investing, offering direct mentorship and a platform to develop into a world-class investor. We value unwavering passion, intellectual curiosity, and resilience over decades of experience. Key Responsibilities: - You will conduct rigorous, deep-dive research on equities, industries, and global markets (including India) to identify undervalued, high-potential oppor...
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