Purnartha Investment Advisors

The core responsibilities of this role include the following:Key Duties: Developing and maintaining financial models for a specified number of stocks Analyzing data to spot emerging opportunities and risks with well-founded justifications Making Buy recommendations and presenting insights to the research panel Keeping track of industry news, trends, and...

The fundamental nature of the job encompass the below penned down duties and responsibilities:Key Responsibilities:- Create and maintaining earnings, valuation, and industrial models for allocated no. of stocks- Analyze data to identify emerging opportunities and risks, justifying your reasoning- Provide Buy recommendations and present findings to the...

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc.Company Background:Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services. We help...

We are hiring a person who is good at communication, leading a team and who knows about Insurance etc. We also provide a good salary package +incentives and Commission based jobs also provided by us. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients...

**About the Company**: **Nuvama Wealth and Investment Limited **(Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading...

About the Company:Nuvama Wealth and Investment Limited (Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading facility. We...

We are seeking a highly motivated and skilled Relationship Manager / Investment Counsellor to join our team. In this role, you will be responsible for building and maintaining strong relationships with our clients while providing them tailored investment advice and guiding them towards achieving their financial goals. With your exceptional interpersonal...

**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

**Job Description - Equity Advisor** **Company Name**: Motilal Oswal Finance Service ltd **Designation**: Equity Advisor **Location**: Shivaji Nagar, Pune **Salary:Upto 5.5 LPA** **About Company**: “ **Motilal Oswal Financial Services Ltd** (MOFSL) was set up by **Motilal Oswal** and **Raamdeo Agrawal** as a broking house in 1987. The company is...

**Financial Advisor Job Description** Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Financial Advisor...

The SHIELD Family, or as we like to call it - SHIELD family, is an ever-growing family of members, built on trust and transparency. As an Advisor representing SHIELD Multi State Co-operative Credit Society Ltd., you will be backed by a wide network of branches and field workers, the most advanced Software and Mobility Technology, a massive goodwill of the...

We arelooking for a Equity Advisor in Indias Leading Financial ServicesCompany. JobRoles andResponsibilities: Advising Super HNI clients on EquityDerivatives currency & commodity Markets. Individually handling clients with the book size of 25lacs & above. Creation of revenue &Activation of clients through effective Advisory. Cross selling of other...

**Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region. **KEY...

**Hiring for Motilal Oswal As PCG Advisor and Equity Advisor** Advising Ultra HNI clients on equity, derivatives, currency & commodity markets. Managing large customers with book size of 25lacs & above. Building strong rapport with Business associate to bring business scalability and quality servicing. Moreover, focusing on customer & BA longevity with...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. Location - multiple location in pune. Required skillset - Computer basics. Training - 3 months training. Salary Range 10000- 15000 **Salary**: From ₹10,000.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay...

**Client Service Advisor** **Job in brief**: Client Service Advisor is responsible to lead and manage a team of agents, communicate customer needs to stakeholders, and connecting with existing investors **Hiring Agency**: Namura HR Consulting **Hiring Company**: Finnovators Services Private Limited (Finnovators) **Company Description**: Finnovators...

Required Equity Advisor For reputed Investment Firm in pune, multiple requirements. 1) Calling and activating inactive clients of branch. 2) Generating Broking revenue from given clients. 3) Meeting regularly all the clients for market updates. 4) New client acquisition 5) Cross selling of products like Mutual Fund, Insurance, Private Equity,PMS...