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6 jobs found for Financial Advisor in Gurgaon

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  • Acquire and Maintain relationship and increase AUM from HNI clients. o Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Experience -Relevant 2 yrs min in Sales: handling of HNI, Super HNI and Ultra HNI segment Preferences - Banking / Broking / Securities Preferred RM, Imperia RM, Excel or Select RM, Exclusive ...

  • Acquire and Maintain relationship and increase AUM from HNI clients. o Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Experience -Relevant 2 yrs min in Sales: handling of HNI, Super HNI and Ultra HNI segment Preferences - Banking / Broking / Securities Preferred RM, Imperia RM, Excel or Select RM, Exclusive ...

  • Acquire and Maintain relationship and increase AUM from HNI clients. o Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Experience -Relevant 2 yrs min in Sales: handling of HNI, Super HNI and Ultra HNI segment Preferences - Banking / Broking / Securities Preferred RM, Imperia RM, Excel or Select RM, Exclusive ...

  • Acquire and Maintain relationship and increase AUM from HNI clients. o Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Experience -Relevant 2 yrs min in Sales: handling of HNI, Super HNI and Ultra HNI segment Preferences - Banking / Broking / Securities Preferred RM, Imperia RM, Excel or Select RM, Exclusive ...

  • offerings. o Recruiting HNI advisor only to cater HNI customer base, focuses on Wealth Management. o Managed portfolios for individuals with net worth exceeding 30 million INR. o Conducted company research and analyzed profiles, identifying a number of opportunities that have yielded significant

  • h. Serves as a trusted expert advisor or Subject Matter Expert for analysis and process design services i. Develops process flows to enable the understanding the business future needs Eligibility Criteria: a. 2+ years of experience in claims payment, finance or financial review capacity b. 2+ years

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