RM -Wealth / Investment Portfolio Advisor - Mutual fund - Bengaluru, Chennai, Hyderabad

Hi, · Hiring, · Greetings from AVANICONSULTING · We are hiring for leading company · Key Accountabilities · Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, · Corporate FD, Investiger, SGB, Insurance and other products launched from time to ...

Hi, · Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role · Minimum 1 Year Mutual Funds Sales Experience required. · More Information Contac HR. · Srinivas · Call / WhatsApp. your resume · Key Responsibilities · Sales Management · Achieve sales targets through assigned b ...

Hi, · Hiring, · Role & responsibilities · "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activating Non-Active clients to generate business. · External Focus - Banks, ...

To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company · This is Field work Job · Build and maintain relation with clients · Candidate can also send their CV at · Required Candidate profile · Min 3 years of exp ...

To acquire new clients with assets in order to grow the asset book reactivate clients and add SIP book(Mutual Funds). · ...

Advising Super HNI clients on Equity & commodity Markets · Cross selling of other products like Mutual fund, PMS, Insurance. · Revenue Generation & Activation of clients · Interested candidates can also their CVs at · Required Candidate profile · 1 Years of Dealing/Advis ...

Order Punching on behalf of client, Terminal Handling, Advising the client · Client base is Provided by the company · Achieve target of brokerage generation · Cross selling of Mutual Fund, Demat A/c to existing client · Required Candidate profile · Must have NISM 8 Certi ...

Hi, · Greetings from AVANICONSULTING · We are hiring for leading company · Key Accountabilities · Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, · Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. · W ...

We are hiring for leading company. · Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, · Cporate FD, Investiger, SGB, Insurance and other products launched from time to time. · ...

The candidate will conduct daily sales calling with prospective new clients and identify their needs. They will provide and develop solutions and suggest schemes to clients basis their requirements and goal. · Conduct timely and regular follow ups with the leads · Increase client ...

Roles and Responsibilities · Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop · solutions and suggest schemes to clients basis their requirements and goal · Conduct timely and regular follow ups with the leads and tag them on ...

Acquire and manage HNI / UHNI clients for wealth management services. · Build long-term relationships and provide personalized investment advice. · Understand client financial goals, risk appetite, and investment horizon. · Recommend suitable investment products including PMS, AI ...

Greetings from Avani Consulting · Retail Advisory Broking (NISM Mandatory) · Salary: 4 – 7 LPA · Experience: 2–3 Years · Age Limit: Max 35 Years · Industry: Broking / Capital Markets · Job Description: · Hiring Retail Advisory professionals with broking background. Candidate must ...

Dear Candidate, · Greetings from "APEX SERVICES" · Designation- Assistant manager/Deputy manager · Role- Relationship Manager · CTC- upto-6 LPA + incentive + other benefit · JOB DESCRIPTION: · Candidate will be responsible for acquiring candidates for Demat account & for equity, ...

Location: Chennai, Bangalore, Hyderabad · Designation: RM Advisor · Roles and Responsibilities: · • Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. · • Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, ...

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Advisor Private Client Group (PCG) · Greetings from Avani Consulting · Avani Consulting is hiring for a leading Securities Company. · Job Title: Advisor Private Client Group (PCG) · Location: Chennai, Bangalore, Hyderabad · CTC: As per company standards (Best in Industry) · Key R ...

We are hiring experienced Relationship Managers for the Private Client Group (PCG Advisory/Sales). The role involves acquisition and management of HNI & UHNI clients, driving AUM growth and revenue through advisory-led selling across multiple investment products on B2C sales basi ...

Wealth manager responsible for creating investment options for clients to build a holistic portfolio.Forge strong bonds with clients and understand their background. · Counsel clients on short-term and long-term goals. · ...

The role involves developing and providing solutions to clients based on their requirements. · ...