Investment Advisor

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

The job description: Investment Advisor in a real estate company involves providing financial advice and guidance to clients or the company itself regarding real estate investment opportunities. Below is a general overview of the responsibilities typically associated with this role: - **Client Consultation**: - Meet with clients to understand their...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

This is a full-time or part time hybrid role for a Field sales Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Field sales Advisor will be responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. Personal financial advisors assess...

Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...

Job Description: Sr. Real Estate Investment Advisor Location: Indore Company Overview: MicroMitti is an innovative proptech fractional investment startup focused on making real estate investment accessible to a wider range of individuals. Our platform enables investors to pool their resources and collectively invest in carefully selected real estate...

This is a full-time hybrid role for a Financial Advisor at Aditya Birla Sun Life Insurance in Lucknow. The Financial Advisor will be **responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. **Job Types**: Full-time, Permanent, Fresher Pay:...

**Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

Job Description: - **Smart Planning**: - Make cool strategies to help the company's real estate investments succeed and meet financial goals. - **Money Detective**: - Investigate the financial health of our real estate investments, keeping an eye on budgets, forecasts, and performance. - **Resource Juggler**: - Figure out where to put our money in...

This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

Product - Life Insurance and Investment Plans Job Description-Product - Life Insurance and Investment Plansnsurance and Investment Plans ---------------------Product - Life Insurance and Investment Plans and Investment Plans Salary = 17500 **Responsibilities**: --------------------- - 1- Meet or exceed sales targets and revenue goals by actively seeking...

**Location** -- Delhi NCR, Noida sector 99, kaushambi, ghaziabad **Roles and responsibilities of Financial Advisor / Dealer** 1) Acquiring and servicing customers for equity & derivative broking. 2) Responsible for revenue generation in terms of brokerage from existing and new clients by offering the products. 3) According to client portfolio advice them...

**Responsibilities and duties** - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain awareness of latest legislative...

About UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 230 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we...

About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 230 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything...

About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 230 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we...

**JOIN AS INSURANCE ADVISOR** **WE ALSO WELCOME, RETIRED PERSON, HOUSE WIFE,** **YOUR EXPECTATIONS**: **? Be Your own Boss** **? Decide your own working hours** **? Earn as much as you want** **? No Investment of Capital** **OUR EXPECTATION (YOUR QUALIFICATION)** **? Outgoing and love to meet people.** **? Eagerness to build Relationships** **?...