Investment Advisor

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB is must.** **Experience: 5+ years work experience.** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of applicable investment options available to them - Increase client database by meeting new clients...

About the OpportunityCholamandalam Securities Limited is seeking a skilled Senior Investment Advisor to join its dynamic Equity Advisory Team. This is an exciting opportunity for experienced professionals who are passionate about delivering exceptional advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and...

**Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...

Role Description: INVESTMENT INSURANCE Advisor This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining relationships with existing clients. The Insurance Advisor will also be...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

High Net Worth AdvisorVerneso is looking for an experienced High Net Worth Advisor to manage and grow a portfolio of high net worth clients. In this role, you will be responsible for providing tailored financial advice and recommendations to clients based on their financial goals, risk tolerance, and investment preferences.Key Skills & Qualifications:-...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Job Description:We are looking for a highly skilled Senior Client Advisor to join our team at Spark Private Wealth. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and driving business growth.Key Responsibilities:Build and maintain strong relationships with high net worth individuals and...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Role Description This is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Job DescriptionThis is a full-time on-site position for a Financial Planning Associate at PDM Investment & Trading Company Pvt. Ltd. in Kolkata.The role entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office.Duties and ResponsibilitiesAssist Wealth Advisors with daily activities, including...

Navam Capital is an India-based frontier technology and deep technology focused venture capital firm, investing in intellectual property-powered ventures in new age industries such as aerospace, climate tech, advanced materials, industrial automation, robotics, biotech, artificial intelligence and electric mobility.We are seeking a dynamic and capable...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI KOLKATA 700019. Role Description: INVESTMENT INSURANCE AGENTS This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI KOLKATA 700019. Role Description: INVESTMENT INSURANCE AGENTS This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: INVESTMENT INSURANCE AGENTS This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

Navam Capital is an India-based frontier technology and deep technology focused venture capital firm, investing in intellectual property-powered ventures in new age industries such as aerospace, climate tech, advanced materials, industrial automation, robotics, biotech, artificial intelligence and electric mobility.We are seeking a dynamic and capable...

Navam Capital is an India-based frontier technology and deep technology focused venture capital firm, investing in intellectual property-powered ventures in new age industries such as aerospace, climate tech, advanced materials, industrial automation, robotics, biotech, artificial intelligence and electric mobility.We are seeking a dynamic and capable...