Financial Advisor
2 days ago
Job Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • 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, con calls.Educational specifications:1. Minimum Qualification Details Graduation & Above2. Preferred Qualification Post graduate
-
Financial advisor
3 weeks ago
Ahmedabad, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
-
Financial Advisor
1 week ago
Ahmedabad, India TTEC Full timeFinancial Advisor Location : "**Work-from-Home/Remote"** TeleTech is seeking a Financial Advisor to join our Enterprise Services team. The goals of the Financial Advisor are rooted in the ability to manage the financial planning and analysis for the business and work among the multiple geographies around the globe. The Financial Advisor will liaison with the...
-
Financial Advisor
2 weeks ago
Ahmedabad, India TTEC Full timeFinancial Advisor TeleTech is seeking a Financial Advisor to join our Enterprise Services team. The goals of the Financial Advisor are rooted in the ability to manage the financial planning and analysis for the business and work among the multiple geographies around the globe. The Financial Advisor will liaison with the global directors and synthesize the...
-
Financial Advisor
2 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIII Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. •...
-
Financial Advisor
1 day ago
ahmedabad, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIII Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. •...
-
Financial Advisor
18 hours ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIII Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. •...
-
Financial Advisor
1 week ago
Ahmedabad, Gujarat, India Infusion 51a LP Full time ₹ 9,00,000 - ₹ 12,00,000 per yearInfusion51a is an investment venture fund that partners with innovative startups and growth-stage businesses to unlock potential and accelerate success. Through our accelerator program Eranaya Solutions (IT company), we nurture emerging ventures by providing funding, mentorship, and business development opportunities. We are looking for a Financial Advisor...
-
Financial Advisor
2 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. •...
-
Financial Advisor
2 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. •...
-
Financial Advisor
2 days ago
ahmedabad, India KG Engineering & Consultancy Full timeJob Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey Responsibilities:• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. •...