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115 jobs found for Investment Advisor Hyderabad

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  • * Increase AUM * Candidates preferable from Mutual fund sales or investment product experience.. * Handle multiple branches and branch RMs to increase their revenue

  • To aid in the reporting of monthly/quarterly Investment performance figures and helping to facilitate the delivery of the Client Value Management process into all stakeholders. Present market updates/ investment opportunities in agency and client meetings. ROLES AND RESPONSIBILITIES: Providing

  • Handling total region for branch banking & support to bank staff fro below: o Client meetings / coverage / joint calls for Mutual funds/PMS & equity business from branch banking vertical o Portfolio creation o Training & development

  • Driving third party distribution through direct & indirect channel. Ensuring penetration of third party products across the customer base. Co-owning the third party distribution targets along with Branch Heads/RM. Closely working with product team

  • Driving third party distribution through direct & indirect channel. Ensuring penetration of third party products across the customer base. Co-owning the third party distribution targets along with Branch Heads/RM. Closely working with product team To oversee the activities of the Third Party distribution and ensure the smooth and correct working of the system. To be responsible driving the business from ...

  • the client 2. Scheduling and updating the Branch Head, Cluster Head on the portfolio managed every quarter. 3. The Advisor may be involved in product trainings/ huddles across the said region so that the RMs / BMs / CCMs understand the house view. 4. He/she is the second line of defense and shall

  • 2 to 3 yrs experience as Equity Advisor in a reputed firm ...

  • - 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 after opening the ...

  • 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 than 1crores ...

  • Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements Help customers to Execute trade online and place orders on behalf of customers Desired Skills & Experience: MBA-Finance , M Com ,PGDM ...

  • finance finance finance finance finance finance finance finance finance finance

  • Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements Help customers to Execute trade online and place orders on behalf of customers Desired Skills & Experience: MBA-Finance , M Com ,PGDM ...

  • Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements Help customers to Execute trade online and place orders on behalf of customers Desired Skills & Experience: MBA-Finance , M Com ,PGDM ...

  • The roles and responsibilities of the Senior Patient Care Advisor include the following: Maintaining confidentiality of patients and organizational sensitive information Capturing details related to adverse drug reactions reported by patients in pre-defined templates Providing patient support Education BPharm/BSc (Microbiology, Biotechnology, Dietetics, or Nutrition) Experience 0-2 years of relevant ...

  • Counsel patients for improved health related outcomes at the hospitals, clinics and home visits if required. Responsible for achieving set targets for patient enrolment Meet patients at regular intervals as advised Manage the compliance and adherence of patients enrolled. Collate health records related data from consenting patients Capture details related to Adverse Drug Reactions reported by patient ...

  • Should be proficient in equity and derivatives products and understanding of equities markets. Acquiring clients through existing clients referrals Activating inactive clients through regular follow up Improve business generation ...

  • Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients

  • Counsel patients for improved health related outcomes at the hospitals, clinics . Responsible for achieving set targets for patient enrollment Meet patients at regular intervals as advised Manage the compliance and adherence of patients enrolled. Collate health records related data from consenting patients Capture details related to Adverse Drug Reactions reported by patient in pre-defined templates ...

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