Jobs
>
Mumbai

    Wealth Management Advisor - Mumbai, India - PROV HR Solutions Pvt Ltd

    PROV HR Solutions Pvt Ltd
    PROV HR Solutions Pvt Ltd Mumbai, India

    3 days ago

    Default job background
    Description

    Job Purpose:


    This role is responsible for driving brokerage generation by providing financial advice and investment solutions to High Net Worth Individuals (HNI) regarding their equity and derivative portfolios.

    You will play a key role in client acquisition for brokerage services and various investment products, aiming to achieve assigned targets.


    Key Deliverables:

    Client Relationship Management:

    • Develop and maintain strong relationships with HNI clients.
    • Conduct monthly portfolio reviews to understand client needs and recommend suitable investment strategies.
    • Provide timely investment advice and recommendations for equity and derivative markets.

    Business Development:

    • Acquire at least one new client per month, with a minimum investment size of Rs. 25 lakhs (broking or investment products).
    • Proactively generate leads and convert them into longterm clients.

    Compliance:

    • Ensure all financial advice and transactions comply with regulatory guidelines and company policies.

    Communication & Collaboration:

    • Engage with existing and potential clients through daily meetings to discuss investment opportunities.
    • Collaborate effectively with internal teams to deliver comprehensive financial solutions.

    Role Requirements:

    Education:

    • Degree in preferably Finance or Economics.
    • NCFM Certifications (relevant to financial advisory services).

    Experience:
    3+ years of experience in equity sales, mutual funds, portfolio management services (PMS), or broking.


    Skills & Knowledge:

    • Strong understanding of capital markets, financial instruments, and investment strategies.
    • Excellent communication and interpersonal skills to build rapport with clients.
    • Ability to explain complex financial concepts in a clear and concise manner.
    • Proficient in MS Office Suite for data analysis and reporting.
    • Strong work ethic, selfmotivated, and resultsoriented with a target achievement mindset.
    )
  • Shivam Autozone (India) Pvt. Ltd.

    Service Advisor

    6 days ago

    Shivam Autozone (India) Pvt. Ltd. Mumbai, India

    Designation - Service Advisor · Urgently required. (NP of maximum 15 days) · **Location is Mumbai.** · Minimum Experience: · years. · Package Offered: · - Rs.15k/- to Rs.22k/- per month. · Service Advisor Job Description: · - We are looking for a Service Advisor to join our team ...

  • Onesource Atreus

    Equity Advisor

    2 days ago

    Onesource Atreus Mumbai, India

    Equity Advisor Job Description: · Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolio ...

  • WTW

    Career 2.0 Drive for Women Returnees On 9th March'24

    1 day ago

    WTW Mumbai, Maharashtra, India

    Career 2.0 Drive for Women Returnees on 9th March'24 · - Mumbai, IN · February 22, 2024 · We are conducting a Walk-In Drive for Women who want to restart their career after a break. · Career 2.0 is WTW India's award-winning women returner program. Launched in 2017, the program ha ...

  • Karizma Konnect

    Insurance Executive

    2 days ago

    Karizma Konnect Mumbai, India

    Responsible for quality team development and playing important role in expanding · the market · - Building Distribution Network: Build a robust and profitable distribution network · of Advisors & FLS. · - Productivity & Activation: To manage productivity and activation of the Adv ...

  • Karizma Konnect

    Insurance Sales Agent

    3 days ago

    Karizma Konnect Mumbai, India

    Responsible for quality team development and playing important role in expanding · the market · - Building Distribution Network: Build a robust and profitable distribution network · of Advisors & FLS. · - Productivity & Activation: To manage productivity and activation of the Adv ...

  • Willis Towers Watson

    Global Certificate Center- Advisor

    1 week ago

    Willis Towers Watson Mumbai, India

    Global Certificate Center · - Advisor · - Mumbai, IN · August 02, 2023 · - Role- Advisor/Sr. Advisor- Role · - Description · - and · - responsibility- Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/quality, · TAT standards prescribed by the Busi ...

  • Allied Solutions Private Limited

    Executive Assistant

    1 week ago

    Allied Solutions Private Limited Mumbai, India

    Greetings from Gennext Strategy Advisors · Gennext Strategy Advisors is currently hiring for Sales cum EA profile · Company Name - M Design Studio · Location - Lower Parel · Position Name - Executive Assistant · **Job profile** · **Job Role for EA** · - To Manage work which is as ...

  • Agentis Capital

    Investment Banking Associate

    6 days ago

    Agentis Capital Mumbai, India

    **Our Firm** · Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles an ...

  • Agentis Capital

    Investment Banking Associate

    6 days ago

    Agentis Capital Mumbai, India

    **Our Firm**: · Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles a ...

  • Guidepoint Global

    Operations Coordinator

    4 days ago

    Guidepoint Global Mumbai, India

    **OVERVIEW**: · Guidepoint Insights enables clients to make better-informed decisions through well-researched and skillfully moderated teleconferences, in-person events, and its teleconference transcript library. Comprised of former investment professionals and sell-side equity r ...

  • Guidepoint

    Operations Coordinator

    1 week ago

    Guidepoint Mumbai, India

    **OVERVIEW**: · Guidepoint Insights enables clients to make better-informed decisions through well-researched and skillfully moderated teleconferences, in-person events, and its teleconference transcript library. Comprised of former investment professionals and sell-side equity r ...

  • H&M

    Sales Advisor

    8 hours ago

    H&M Mumbai, Maharashtra, India

    **Company Description** · H&M is a fashion brand that offers the latest styles and inspiration, from fashion pieces and unique designer collaborations to affordable wardrobe essentials. Our business idea is fashion & quality at the best price in a sustainable way. Learn more abou ...

  • Money Honey Financial Services Pvt. Ltd.

    Financial Advisor

    1 week ago

    Money Honey Financial Services Pvt. Ltd. Mumbai, India

    Job Description: Financial Advisor · Summary of Role: · **Responsibilities**: · - Meet with clients to review their financial goals and objectives, and develop a comprehensive financial plan · - Conduct risk assessments and provide investment recommendations based on clients' ris ...

  • Chaitanya HR Consultancy

    Jr. Service Advisor

    2 days ago

    Chaitanya HR Consultancy Mumbai, India

    **Jr. Service Advisor / MIS Executive Job in **_Mumbai, Maharashtra _**| **_Chaitanya HR _** · **Responsibilities**: · **Jr. Service Advisor**: · - Welcome customers, schedule appointments, and ensure quality service. · - Conduct service consultations and coordinate with technici ...

  • Be Wealthy

    Insurance Advisor

    1 day ago

    Be Wealthy Mumbai, Maharashtra, India

    our Company BeWealthy helps 1800+ retail clients and 16 corporates with their insurance needs, managing assets exceeding 28 crores in western India. With a dedicated team of 27, we earned the 2022 IRDA Corporate Agency recognition. Come, be part of the team that is building a com ...

  • Workipolar

    Insurance Executive

    1 week ago

    Workipolar Mumbai, India

    **Job Title**:Senior Recruitment & Development Manager · **Reports to**:Branch Manager / Territory Manager · **Interview Rounds**:Two (1 Sales & 1 HR) · **Main Job Responsibilities** · - **Recruit** · To identify & recruit Potential Life advisors · from the Network & Natural mark ...

  • Yangpoo Executive Education

    Sales Executive

    1 week ago

    Yangpoo Executive Education Mumbai, India

    Position: Program Advisor - Media & Entertainment Program · About: Yangpoo Executive Education Yangpoo is a premium career counselling and university representation company helping students and working professionals to select the best courses from leading MBA colleges and Univers ...

  • Corporate Stalwart

    Talent Acquisition Executive

    1 week ago

    Corporate Stalwart Mumbai, Maharashtra, India

    Opening: 1 Nos.- Job ID: Employment Type: Full Time- Reference: · - Work Experience: 1.0 Year(s) To 3.0 Year(s)- CTC Salary: 2.00 LPA TO 4.50 LPA- Function: HR - IR / Administration / Facility Management- Industry: Insurance- Qualification: MBA/MMS/MPM/PGDM - Other Management- Lo ...

  • Yangpoo Executive Education

    Career Advisor

    1 week ago

    Yangpoo Executive Education Mumbai, India

    Position: Program Advisor - Sales · About: Yangpoo Executive Education Yangpoo is a premium career counselling and university representation company helping students and working professionals to select the best courses from leading MBA colleges and Universities. We represent bran ...

  • Deutsche Bank

    Regulatory Control Support

    1 week ago

    Deutsche Bank Mumbai, India

    **Job Title **:Regulatory Control support - Associate** · **Location : Mumbai** · Chief Risk Office (CRO) Divisional Control Office (DCO) is responsible for Internal Control and Governance across Risk Types. · The DCO Regulatory Adherence team are responsible for ensuring that CR ...