620 Investment Strategies Jobs - Page 18

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broki...

HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products

HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products

HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products

HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products

HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products

HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products

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 Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team

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 Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team

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 Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team

Growth of Revenue and Market Share Travel across assigned branches at regular interval Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- Minimum 60% client activation in Commodity and Currency on M+2 basis Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX...

Growth of Revenue and Market Share Travel across assigned branches at regular interval Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- Minimum 60% client activation in Commodity and Currency on M+2 basis Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX...

Growth of Revenue and Market Share Travel across assigned branches at regular interval Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, To ensure proper mapping of Commodity/Currency Clients to all RMs (equity /Commodity) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- Minimum 60% client activation in Commodity and Currency on M+2 basis Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse / opposite position. Knowledge of Commodity Market, Commodity Derivatives trading through MCX...

Responsibilities: Lead strategic planning & execution Oversee financial management & fundraising efforts Manage team performance & development Drive innovation through emerging tech & blockchain Office cab/shuttle Food allowance Health insurance Annual bonus Provident fund

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data col...

Build and maintain strong relationships with HNI / Ultra HNI clients by understanding their financial goals, risk tolerance, and investment preferences. Conduct comprehensive economic and financial assessments to identify areas for client portfolio improvement and growth. Develop personalised financial plans and investment strategies aligned with client objectives and risk appetite. Recommend appropriate investment products, such as equities, bonds, mutual funds, and alternative investments, based on in-depth market research and analysis. Monitor and regularly review investment portfolios, making adjustments as necessary based on market dynamics and client needs. Provide clients with ongoing...

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing...

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing...

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing...

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing...

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing...

Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales te...

Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales te...

Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales te...

Regional Head - Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales te...