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Openings: HNI Advisor _ Kolkata, Mumbai Heylus Hr

3 - 8 years

5 - 15 Lacs

Kolkata, Mumbai (All Areas)

Work from Office

One of my Financial Services Client is hiring for HNI Advisor with full time employment. Job Location: Kolkata, Mumbai Exp: 3+ Yrs Salary: 5 LPA - 15 LPA Interview Mode: Personal in weekdays Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios. New client acquisition for Broking, Investment products PMS/MF/Fixed Income and Insurance as per assigned targets. Key Deliverables Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to the Compliance process for advice given. One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP. Daily meetings to be done with existing clients and new prospects for business. Role Requirements Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets If Req match to your Skill, Exp and profile, kindly mail your CV to nitin.gupta@heylushr.com Best Regards Nitin Kr Gupta Mob: 9953916989 Heylus HR Pvt Ltd, Noida

Posted 3 months ago

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HNI Advisor ACME SERVICES PRIVATE LIMITED

2 - 4 years

4 - 6 Lacs

Mumbai

Work from Office

KEY RESPONSIBILITIES Advising clients on the portfolios and cross selling of third party products. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds. Business targets and regular review along with Joint meetings Handling client investments and their portfolio. REQUIREMENT Should have more than 2 year experience in Equity Market as Equity Advisor with Primary target is to generate brokerage. Should have excellent understanding about Stocks, Sector and overall Market. Should have a good understanding about Option and strategies. Should be aggressive and passionate about the market. Good communication skills

Posted 3 months ago

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