Sr. Advisor-B2C Sales (HNI/UHNI)
- business Antal International
- directions_car Mumbai
- workFull-time
Key Deliverables
1. Ensure timely advice to customers for Equity and Derivative markets
2. Portfolio Review to be done monthly with clients for deepening the Client relationship.
3. Ensure adherence to Compliance process for advice given
4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP
5. Daily meetings to be done with existing clients and new prospects for business.
Role Requirements
o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
o Experience: 3+ Years in Equity / MF / PMS / Broking
o Domain Knowledge: Understanding of capital markets
o IT Skills: MS Office
Place of work
Mumbai
India
Employer profile
In 1993, a visionary in London set out to create a better way to connect talented individuals with job opportunities. Fast forward 30 years, and that vision has grown into a worldwide network of over 800 consultants spanning 32 countries. As one of the top recruitment companies, we specialize in IT, Accountancy, Sales and Marketing, Engineering, and more, offering game-changing recruitment consultancy and talent acquisition services to companies of all sizes. Join us on this journey of growth! With our personalized approach to the hiring process, we aim to make finding the right job a positive and stress-free experience for you as a candidate. We understand that job searching can be overwhelming, so we offer our expertise every step of the way to help you navigate the process with ease. Our goal is to empower you to achieve your career aspirations and land the perfect job! At our core, we believe that our success is directly tied to the success of the candidates we work with!
Local radius
- Navi Mumbai
- Thāne
- Borivli
- Airoli
- Powai
- Artist Village
- Mumbai
- Mumbai
- Mumbai
- Mumbai
Job ID: 8442323 / Ref: 26a65d243d2b0d9afa3750e401b14885