Portfolio Advisor
Emkay Global Financial Services Limited - Mumbai, MH
Manage HNI customer base (min Rs.25 Lacs of Relationship) for equity advisory Acquire new HNI customers for equity advisory Build broking commissions and simultaneously build client assets under management (AUM) Cross-sell Commodities broking, PMS, Insurance & MF in partnership with Financial Advisor of PWM unit Regularly classify the customer base into ABC buck...
46 days ago from Monster India
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WEALTH ADVISOR
Lab HR Solutions - Mumbai MH
BANDRA > CTC:6-8 LAKHS > EXP:4-10 YRS > > > ROLE & RESPONSIBILITIES: > > The wealth advisor will have to...
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Elixir Web Solutions Pvt. Ltd - Mumbai MH
Specialization, Post Graduation Not Required) Please refer to the Job description above Postion Advisor Sr. Advisor Lead Advisor   LocationMumbai,Gurgaon,Greater Noida...
Financial Advisor Jobs in Mumbai, Delhi
Motilal Oswal Securities Ltd - Mumbai MH
promoting wealth management products 2. Retain the existing clients by appropriate servicing and portfolio advisory( new business from existing clients) 3....
