Roles and Responsibilities The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identifying alpha opportunities and risks; to justifying the investment thesis to our institutional clients. The analyst will be responsible for executing the following task and taking ownership to achieve the above objective(s): Create...
Relationship Manager – Private Wealth- Delhi
March 2, 2025by admin
About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The...
About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The...
Communicating Intra-day Trading Calls and Investing Ideas to Customers. Maintaining Regular Relations with Clients and Regularly monitor client portfolios and suggest trading strategies to enhance returns. Individually Operate NSE / BSE Terminals. Calling dormant / inactive clients and convincing them to start trading. Develops strategies to acquire new clients or expand the trading activity of...
Relationship Manager – Private Wealth – Bangalore
February 1, 2025by admin
About Us Company: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth...