As the leader of the newly established wealth management division at MNCL group, your primary objective will be to spearhead the division's growth and assemble a dedicated team. Your role will involve managing portfolios of high net-worth individual (HNI) clients, offering personalized investment solutions, and ensuring top-notch branch banking operations. Your responsibilities will include managing and expanding a portfolio of HNI clients by understanding their financial objectives and delivering tailored investment strategies. You will provide personalized advice on investment products, asset allocation, and wealth management, aiming to build lasting client relationships through regular communication and portfolio reviews. Collaboration with internal teams is crucial to provide seamless branch banking services while ensuring compliance with regulatory standards and internal policies. Active involvement in business development activities to acquire new clients and enhance the portfolio will be a key focus. To excel in this role, you should hold a Bachelor's degree in finance, economics, business administration, or a related field, coupled with at least 6 years of proven experience in wealth management, particularly in handling HNI clients and offering customized investment solutions. A solid grasp of financial markets, investment products, and portfolio management is essential. Your interpersonal and communication skills should be excellent, enabling you to establish trust and rapport with clients. The ability to work collaboratively within a team and across departments will be vital. Possessing certifications such as CFP, CFA, or equivalent would be advantageous.,
Company Description Monarch Networth Capital Limited (MNCL) is one of the leading financial services companies in India, with over 30 years of experience in capital markets. MNCL focuses on creating value for its customers through diverse business services including Retail Broking, Global Access, Institutional Equities, Fund Management (AIF), Investment Banking, and Wealth & Third Party Distribution. Role Description This is a full-time on-site role for a Sr. Equity Advisor & Equity Dealer located in Ahmedabad. The role involves advising clients on equity investments, managing portfolios, executing trades, analyzing market trends, providing insights and recommendations, and ensuring top-notch customer service. The professional will be responsible for achieving sales targets and maintaining client relationships. Qualifications Customer Service and Sales skills Expertise in Investments and Finance Experience in Portfolio Management Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work independently as well as part of a team Relevant experience in the financial services industry Bachelor's degree in Finance, Economics, Business, or related field
As a Sr. Equity Advisor & Branch Manager at Monarch Networth Capital Ltd, your role involves providing customer service, conducting investment analysis, financial planning, sales activities, and portfolio management on a daily basis at the Ahmedabad branch. Your main responsibilities include: - Providing excellent customer service to clients - Conducting investment analysis and financial planning - Executing sales activities to promote financial products - Managing client portfolios effectively To excel in this role, you should possess the following qualifications: - Customer Service and Sales skills - Experience in Investments and Portfolio Management - Knowledge of Finance - Strong analytical and problem-solving skills - Effective communication and interpersonal skills - Ability to multitask and work under pressure,
Company Description Monarch Networth Capital Limited (MNCL) is a prominent financial services company in India with over 30 years of expertise in capital markets. The company is dedicated to creating value for its customers through a diverse portfolio of services, including Retail Broking, Global Access, Institutional Equities, Fund Management (AIF), Investment Banking, and Wealth & Third-Party Distribution. MNCL is recognized for its customer-centric approach and commitment to excellence in the financial sector. Role Description This is a full-time, on-site role for a Senior Equity Advisor & Equity Dealer located in Ahmedabad. The role involves providing expert equity advisory services, assisting clients in making informed investment decisions, performing portfolio management, and executing equity trades efficiently. The candidate will be responsible for building and maintaining strong client relationships, delivering excellent customer service, and staying updated on market trends to identify investment opportunities. Qualifications Experience in Customer Service and the ability to build strong client relationships Knowledge and expertise in Investments and Finance Proven skills in Sales and the ability to meet and exceed targets Proficiency in Portfolio Management to guide clients in achieving financial goals Strong analytical and decision-making abilities Bachelor's degree in Finance, Economics, Business, or a related field Relevant industry certifications (such as NISM or equivalent) are a plus Excellent communication and interpersonal skills
As a Senior Equity Advisor & Equity Dealer at Monarch Networth Capital Limited (MNCL), your role will involve providing expert equity advisory services, assisting clients in making informed investment decisions, performing portfolio management, and executing equity trades efficiently. Your main responsibilities will include: - Providing expert equity advisory services to clients - Helping clients make informed investment decisions - Performing portfolio management for clients - Executing equity trades efficiently - Building and maintaining strong client relationships - Delivering excellent customer service - Staying updated on market trends to identify investment opportunities To excel in this role, you should possess the following qualifications: - Experience in Customer Service and the ability to build strong client relationships - Knowledge and expertise in Investments and Finance - Proven skills in Sales and the ability to meet and exceed targets - Proficiency in Portfolio Management to guide clients in achieving financial goals - Strong analytical and decision-making abilities - Bachelor's degree in Finance, Economics, Business, or a related field - Relevant industry certifications (such as NISM or equivalent) are a plus - Excellent communication and interpersonal skills Join MNCL, a leading financial services company dedicated to creating value for its customers through a diverse portfolio of services. Be a part of a customer-centric organization committed to excellence in the financial sector.,
As a Sr. Equity Advisor & Branch Manager at Monarch Networth Capital Ltd, your role will involve daily tasks related to customer service, investment analysis, financial planning, sales, and portfolio management. You will be based in Ahmedabad and responsible for creating value for customers through Retail Broking, Global Access, Institutional Equities, Fund Management (AIF), Investment Banking, and Wealth & Third Party Distribution services. **Key Responsibilities:** - Provide excellent customer service - Conduct investment analysis - Engage in financial planning - Drive sales activities - Manage client portfolios effectively **Qualifications Required:** - Customer Service and Sales skills - Experience in Investments and Portfolio Management - Knowledge of Finance - Strong analytical and problem-solving skills - Effective communication and interpersonal skills - Ability to multitask and work under pressure As a Sr. Equity Advisor & Branch Manager at Monarch Networth Capital Ltd, your role will involve daily tasks related to customer service, investment analysis, financial planning, sales, and portfolio management. You will be based in Ahmedabad and responsible for creating value for customers through Retail Broking, Global Access, Institutional Equities, Fund Management (AIF), Investment Banking, and Wealth & Third Party Distribution services. **Key Responsibilities:** - Provide excellent customer service - Conduct investment analysis - Engage in financial planning - Drive sales activities - Manage client portfolios effectively **Qualifications Required:** - Customer Service and Sales skills - Experience in Investments and Portfolio Management - Knowledge of Finance - Strong analytical and problem-solving skills - Effective communication and interpersonal skills - Ability to multitask and work under pressure