385 Financial Advisory Jobs - Page 3

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Apoorva 9713546791 Required Candidate profile Excellent communication is required graduate is mandatory NISM VA/VB OR XA/XB OR 5 /8/10 Certificates are required

Associate Manager Equity Research Banking Sector- 4 Years – Noida Location – Noida Domain – Investment & Financial Research (Banking Sector Focus – Qatar) We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known for its dynamic work culture, this organization empowers professionals to thrive in analytical, client-facing roles across global markets. You’ll be joining a team that values precision, innovation, and strategic thinking to drive business decisions and outcomes. Responsibilities – Conduct deep-dive industry and company research within the banking sector , focusing on mid- and small-cap banks in Qatar Build and maintain detailed financial models using DCF, DDM, SOTP, LBO , and Relative Valuation techniques Analyze and present findings to clients; address questions confidently Plan account staffing based on earnings calendar and project pipeline Review and validate work of junior team members, ensuring high-quality output under deadlines Manage MIS, contribute to training, recruitment, knowledge development initiatives Requirements – CA / CFA / MBA (Finance) from a reputed institute 4-7 years of experience in investment research with focus on banking sector (Qatar) Minimum 2 years of experience in team review/coaching Strong command over financial modelling, financial statements, and valuation methods Proficiency in databases like Bloomberg, Eikon, Capital IQ, Factiva Excellent communication, report writing, and quantitative analysis skills Experience with management calls, expert interviews, and secondary research Exposure to Bottom up Financial modelling Exposure to middle east banking sector (European and Africa ) MENA is must . What is in it for you – Exposure to global investment banks and M&A advisory clients Opportunity to work on high-impact strategic research Leadership opportunities and firm-level contributions Fast-paced, intellectually stimulating environment Reach us: If you think this role is aligned with your career, kindly write to me along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion. Disclaimer: Crescendo Global specializes in senior to C-level niche recruitment. We are committed to providing a transparent and inclusive hiring experience. Kindly note, due to high volume of applications, we may not be able to respond to each individually. If you don’t hear from us within 1 week, please consider your application not shortlisted. Profile Keywords – Equity Research Jobs, Associate Manager Roles, Financial Modelling, Banking Sector Research, Qatar Banking Jobs, Equity Research, Financial Modelling, Investment Research, Banking Sector, Valuation, DCF, DDM, SOTP, Relative Valuation, Financial Statements, CFA, CA, MBA Finance, Bloomberg, Capital IQ, Eikon, Factiva, MIS Reporting, Report Writing, Global Markets, Qatar Banking, Team Management, Client Communication

As a CA Article Ship Trainee at our firm in Pune or Mumbai, you will have the opportunity to immerse yourself in the world of finance modeling, due diligence, and monitoring assignments. If you are passionate about stepping out of the ordinary and are eager to learn beyond textbook routines, this role is tailored for you. Our firm specializes in a wide range of sectors including Private Equity, Infrastructure, Banking, NBFC, Gold & Diamond, EPC, Real Estate, Pharma, Textile, and M&A advisory. As an article trainee, you will delve into the structured realm of financial advisory and strategic consulting, going beyond traditional auditing or taxing duties. We are looking for individuals who have cleared CA Intermediate (both groups) or equivalent exams, including direct-entry candidates. The ideal candidate is hungry to learn finance modeling, due diligence workflows, and regulatory monitoring, and prefers practical assignments over repetitive compliance tasks. In this role, you will support diligence on corporate transactions, risk monitoring, and compliance tracking. You will gain exposure to structured financial analysis and frameworks while working closely with experienced teams, receiving mentorship with every assignment. Joining our team will set you apart with specialized finance exposure, making it an ideal opportunity for those who prioritize learning and growth over following a conventional path. Positions are available in Pune and Mumbai, with a market-competitive stipend that increases as you progress. If you are ready to challenge yourself, break away from the ordinary, and embark on a journey of professional growth in the field of finance, we encourage you to apply by sending your resume with the subject line "Articleship - Monitoring - [City]" to amitsatyanarayanandco@gmail.com.,

Responsibilities: Manage agent network & performance Report on sales trends & insights Collaborate with marketing team on campaigns Recruit, train & develop agents Achieve revenue targets through agency channel

Acquire (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, alternative investments.

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Responsibilities: * Manage client portfolios using mutual funds & wealth management techniques. * Provide investment advice with focus on financial advisory services.

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 years within the organization. Ensure compliance with all regulatory and organizational requirements. For Team Lead Profile (Playing Captain Role): Lead a team of 45 members, with both individual and team performance targets. Be responsible for the team's overall revenue and client acquisition goals. Motivate, guide, and manage team members to achieve business objectives. Candidates applying for this role should preferably bring their team along. Requirements: Proven experience in trading and order execution. Strong knowledge of capital markets, including derivatives, options, and cash segment. Prior experience in handling HNI and UHNI clients. Demonstrated ability in client acquisition and relationship management. Leadership and team management skills (for TL role).

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market Feedback to Investments team on Distributor/ Investor queries on Funds/Products Preferred candidate profile MBA (Finance/ CFA/CFP) 4 to 7 yrs of experience only from bankign and NBFC and specifically from wealth Management team Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market & IPRU as well as Competition products

• Candidate should have exp handling HNI and UHNI Clients • Candidate should move a minimum book size of 20 cr • Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Job description Tech Mahindra is hiring for Telesales adviser at Airoli Location Designation: Sales Executive Roles & Responsibility: Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Key skills required: Excellent English communications skills Ability to listen and active problem-solving skills. Good interpersonal skills Required Candidate profile: Education & Experience: Any Graduate & Experienced candidates (minimum 6 months on paper) Salary: In hand 20.7k to In hand 44.2k (Salary is totally depending upon NISM certification) Working location: Tech Mahindra Ltd. Airoli Work from office Shift Timing: 8am - 8pm any 10hrs for Male & Female both 5 days Working & Two Rotational week off. Age: 18-35 years Note: NISM certification is mandatory. We are perticularly looking for NISM VA/ VB/ VIII/ XA/ XB HR Contact Person: HR Priyanka : 8689948557 (Call/WhatsApp)

Job Title: Associate/Senior Associate - Voice Process - US Process - Retirement & Financial Advisory Location: Electronics City Phase 1, Bangalore Bangalore Employment Type: Full-Time Key Responsibilities: Handle customer queries via voice calls on financial advisory offering great customer experience Provide advisory support to US clients on investments, financial advisory & retirement plans. Ensure timely resolution of issues while maintaining high customer satisfaction. Work in US shift timings and adhere to process guidelines Required Skills: Excellent verbal communication skills in English. Great interpersonal & convincing skills Ability to manage customer interactions professionally . Basic understanding of customer service principles . Willingness to work in night shifts and rotational schedules with mandatory work from office Eligibility Criteria: Education: Any graduate (Commerce, Science, or other streams). Experience: 14 years (Freshers are welcome too). Additional Skills: Good listening skills, empathy, and problem-solving ability. Please note it is a voice role hence exceptional communication skill is must alongside folks who are available to join immediately or on shortest notice. Happy applying Amit

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 years, with relevant experience of Wealth management advisory services. 2. Post Graduate from any discipline is a must. 3. Stability of minimum 3-4 years in the current and previous assignments. If Interested , please share profile on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion. Regards Pushpa Jaiswar Corporate HR ANANDRATHI Group

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP’s, PMS, REITs) Expertise in financial planning tools and software Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

Money Solution is a financial services company located in Elberton, Georgia, United States, specializing in providing customized financial services to meet the diverse needs of our clients. With a strong commitment to customer satisfaction and financial excellence, we have established ourselves as a trusted service provider in the industry. Join our dedicated team to contribute to delivering exceptional financial solutions and support. As a Bank Relationship Manager in Delhi, India, you will play a crucial role in developing and nurturing client relationships, understanding their financial requirements, and offering tailored financial advice and services. Your responsibilities will include managing client accounts, addressing client concerns, providing personalized banking solutions, and ensuring compliance with regulatory standards. Collaboration with team members is essential to work towards achieving the bank's financial objectives effectively. To excel in this role, you should possess strong skills in client relationship management, customer service, financial advisory, and sales. A deep understanding of banking products and services, coupled with problem-solving abilities and conflict resolution skills, will be beneficial. Effective written and verbal communication skills are essential, along with the ability to perform well under pressure and meet deadlines. Previous experience in the financial services sector would be advantageous, and a bachelor's degree in Finance, Business Administration, or a related field is required. Proficiency in relevant banking software and tools is preferred for this position.,

Our client is a leading Investment Banking firm with a global presence. They specialize in a wide range of products and services, including Structured Finance, Corporate Finance, Leverage Buyouts, Private Equity, M&A, and Financial Advisory. The ideal candidate should have over 15 years of experience, with at least 10 years in Investment Banking or a similar domain in Banks, Financial Institutions, or Fund Houses. The role involves spearheading the Vertical, Investor Relations, and Business Development. This position offers the opportunity to work on a variety of deals, such as structured finance, project finance, M&A, equity fund raise, and capital markets deals across different sectors. The incumbent will be involved in the complete deal life cycle of live deals, both in India and internationally. Additionally, the role provides exposure to handling deal execution independently in the future and working on the sell side within the Investor Relationships Vertical. The available locations for this position are Mumbai, Pune, Delhi, Chennai, and Hyderabad.,

We are looking for a Contracts Consultant to join our Construction Disputes Expert Services department in India, with an initial placement in Pune. The role would initially be based on site in Pune, India, seconded to a client for an initial 6-month period with extensions thereto as required. After the initial secondment the individual would either relocate to a different project site or would join the office-based consulting team. Day-to-day responsibilities Manage commercial and contractual activities within the project efficiently and effectively; Develop and deliver structures for contract administration and commercial matters. Implement the companys commercial policies and procedures consistently and effectively; Working with the Client s team, identify and highlight commercial risks and opportunities in a timely manner. Work with the Contracts/Commercial Managers to manage both Head and Sub Contract administration. Maintain contractual records, and advise what measures other teams should be taking to maintain appropriate records; Assist in managing contractual and commercial disputes; Attend and assist in commercial resolution with clients, contractors, or consultants; Prepare internal management reports; Provide advice and information to the project team on contractual and commercial matters; Review monthly Project financial reports; Perform any other duties as required by the Company Requirements Degree level education in Civil Engineering Relevant Post Graduation / Masters in Civil Engineering or Quantity Surveying related field would be an advantage NICMAR, RICS or MRICS qualified would be an advantage Ideally 5 years of construction related industry experience Excellent analytical skills, an attention to detail and exceptional report writing skills Fluent in English (both written and spoken) About Kroll: Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, youll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients valueYour journey begins with Kroll. Kroll is committed to equal opportunity and diversity, and recruits people based on merit. In order to be considered for a position, you must formally apply via careers. kroll. com #LI-DNI

Responsibilities: Expert Consultation: Preparation of higher complexity SR&ED tax incentive claims and assist with review of claims as required. Maintaining regular contact with assigned clients communicating directly with client personnel in operations, finance, accounting, payroll, and engineering and their accountants to gather relevant information to prepare project costing and complete tax return input. Client Partnership: Cultivate strong relationships with clients to uncover SR&ED opportunities, offering bespoke consultation and support throughout the SR&ED claim lifecycle. Meet with clients in-person and virtually to establish engagement plans, assist with evaluation of eligible activities, and gather supporting documentation. Provide timely, high quality client service that meets or exceeds their expectations. Technical Collaboration: Partner with our adept technical team to identify eligible costs, formulate strategic plans, and guarantee a seamless claims process. Enhance the SR&ED claim journey for clients, implementing streamlined approaches that ensure efficiency as client satisfaction is paramount. Claim Defense: Be the advocate for your assigned clients in interactions with Canada Revenue Agency (CRA) and provincial bodies to work in our clients best interest, leading them through the FTCAS or Review/Audit process, gather and submit requested information and documents, and attending CRA or provincial meetings. Financial Advisory: Offer specialized advice on tax credits and deductions, ensuring alignment with clients fiscal goals and optimizing financial gains. Stay abreast of changes to SR&ED federal and provincial programs and other relevant tax incentives. Comfortable with research as required, reviewing the Income Tax Act, CRA policies, and relevant case law. Business Insights: Cultivate a comprehensive understanding of clients operational landscapes, leading multiple engagements to success with informed strategies. Stay up to date with relevant internal and external professional development, pursue ongoing education opportunities. Required Qualifications: SR&ED Experience: We seek candidates with 2-5+ years previous experience claiming SR&ED tax credits and claim defense. Academic & Professional Background: A solid foundation in Accounting/Tax or related field, in public accounting and/or industry. Undergraduate university degree in business (accounting, tax, or corporate finance) or equivalent Software: Proficient using TaxPrep/iFirm and MS Office (Word, Excel, Outlook) Client-Centric Approach: Outstanding client service abilities, complemented by superior communication skills. Collaborative Spirit: Ability to flourish in both autonomous and team-based environments, contributing to collective goals and milestones. Quality Focus: A self-starter who is detail orientated with a steadfast commitment to upholding quality and excellence in every project undertaken. Adaptability to Dynamic Environment: Possess the capabilities to excel and adapt within a dynamic, fast-paced workplace while navigating complex tasks to deliver highest quality work to clients. Time Management Expertise: To effectively provide an outstanding client experience, it is essential to have the ability to juggle multiple client assignments, prioritize tasks, and work autonomously to meet deadlines. Interpersonal Skills: This role requires effective verbal and written communications and the ability to work professionally with other individuals and groups, ranging from RSM colleagues, to client stakeholders, to accounting partners, and to leadership. Preferred Qualifications: Academic & Professional Background: MPAcc or equivalent, and/or CPA designation for Manager level role, preferred but not required. Software: Proficient in other tax preparation software ProFile, TaxCycle, CanTax, or others Provincial: Experience claiming Alberta Innovation Employment Grant (IEG) and/or Quebec R&D credit Tax Incentives: Experience with and/or interest in learning more about other Canadian tax incentive programs, federally and provincially.

Responsible 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

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

PAN India Requiremen: I'm hiring for Financial Advisor. Work location- Jodhpur. Udaipur. Sikar. Delhi . Banglore . Mumbai. Hyderabad Degree mandatory Client budget 2.5 L to 4.5 L Experience minimum 6 month in Mutual funds Sales. Demmat Acounts Sales. 6 days working & 2nd. 4th and Sunday off. Shift time 9 am to 6 pm Good English communication Age limit not above 32yrs Call 8377024167 & 9560576207 OR brdassociates@workmail.com

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.