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149 jobs found for Investment Advisor Chennai

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  • 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 ...

  • acquisition and deepening existing relationships To coordinate with product and research team for taking investment decision to the clients. To conduct and assist in organizing seminars, workshops and other business development activities

  • acquisition and deepening existing relationships To coordinate with product and research team for taking investment decision to the clients. To conduct and assist in organizing seminars, workshops and other business development activities

  • At least 3 - 8 years of experience in (Investment Banking) Hedge Fund, Capital markets, Fund Accounting in the reconciliation side. Reconciliation experience is must with a sound knowledge break clearance. Candidate should have worked on Cash/Position/Market Value/Corporate action & other streams

  • Process Overview: Risk Operation team prepares reports which compare the market valuations of Clients positions with that of valuations calculated by Systems inbuilt models. Analyze the variances between Market Valuation done by the Accounting team and the NPV calculated by the System. Verify & Correct the Terms & Conditions of Clients positions, when they have been incorrectly set up. Coordinate with the ...

  • - 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 ...

  • 1. Acquiring, servicing customers for equity & Derivative broking. 2. Responsible for revenue generation in terms of Brokerage from existing & new clients by offering the products. 3. Should have an experience of 1-3 years in the broking industry ...

  • Responsible for joint calls to sell Wealth Products, product penetration & measure productivity. Responsible for both Product Marketing & Training. Handling the full portfolio of Wealth Business includes PMS / Mutual Fund / Transfer. Monitoring HNI / UHNI clients' portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention ...

  • Capital COE is a 60+ strong team under Global Finance Operations and Transformation, focussing wide Capital Information Management, Reporting and Decision Support. This includes Capital/RWA reporting under Basel III guidelines, Management Information, decision support and other analytics. * Define, document and provide governance over the standard product catalogue for which the Reporting team is ...

  • Formulating the strategies to increase client base Preparation and execution of Financial Planning Approaching need based product to the client through Financial Planning Providing advisory services into various instruments like Insurance(life & non life), MF, PMS,Bond, Equity, Real Estate, Gold(ETF), &FMP. Portfolio review of client at regular intervals Assessing the portfolio risk according to changing ...

  • 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 ...

  • Will be responsible for joint calls to sell Wealth Products. * Will be responsible for product penetration & measure productivity. * Maintain Relationship with principle (like AMC, Insurance co). * Portfolio Analysis of Client ...

  • Job Title : . Technical Writer Advisor Location : Chennai Note : Looking for local and immediate candidate (Please mention Notice Period) Nature of Work: Writes/edits content and develops new topics for software or hardware that requires advanced knowledge of complex Networking features

  • 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

  • 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

  • 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 ...

  • Should be strong in Mutual Fund Salary : 15,000 per month Experience : 2 Years Looking for immediate joining

  • of High / Medium Impact. Support consultant in one project in a year of High / Medium Impact. Perform quality check audit for Business Packs / MI. Overlook the process of Team Reports (MI, Weekly Pack, SR Reports, Ageing reports, etc Review advisor cases- Conduct audits for 10% of closed cases 1. Strong exposure on the Basic HR concepts with minimum 4 years in IT/ ITES industry. 2. Thorough working knowledge of HR ...

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