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581 jobs found for Financial Advisor Mumbai

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  • Key Responsibilities - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively ...

  • Responsible for fresh acquisition and maintenance of relationship with HNI clients. Minimum AUM of 50 Cr being managed. Avg Ticket Size of existing clients should be Greater than1 crores. Responsible for acquisition of new HNI Clients ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account ...

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Responsible for fresh acquisition and maintenance of relationship with HNI clients. Responsible for acquisition of new HNI Clients.Cross selling of the Investment Products to High Net Worth Individuals. Maintaining and leveraging on the relationship with clients acquired. Individual role. (No Team Handling ...

  • Wealth management, Asset allocation, and personal investment advisory to mapped clients Servicing existing Yes First Clients of Bank on their personal banking needs Liability Mobilization through Sourcing Fresh CASA, and Fixed Deposits

  • Key Responsibilities - Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have a customer-centric approach and ensure that customers are serviced well. - Ensure that customers trade actively ...

  • Responsible for managing existing portfolio of the clients and advice them for investment. -Responsible for researching the financial market every day. -Responsible for checking the client's investment to monitor their performance.. -Meeting Revenue Figure. -Provide Best Service to Existing Client

  • trading pattern & build smart communications for cross sell and maximum wallet share from the client. Co-ordinate with back end teams in case of resolution of client issues. Superior customer service skills and client relationship focused. Fundamental understanding of financial industry (mutual funds ...

  • Determining financial objectives, designing & implementing systems, policies & procedures in co-ordination with top management to facilitate best practice financial management. Developing business plans and strategies for maximizing profitability & revenue generation & realize organizational goals ...

  • Urgently looking for PCG - Advisor based with one of the reputed Financial Services Group specifically for their Online Trading/Stock Broking Company for Equity Advisory Desk-Private Client Group, Position based at Mumbai. Job Profile: 1.Candidate will be responsible for ensuring timely delivery

  • Acquiring new clients & retaining the old clients by periodic meetings. * Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. * Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, Candidate must have relevant experience into Sales & ADVISORY Function of PCG/HNI vertical from stock ...

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