Financial & Investment Advisor

We are seeking someone who is talented and wants to learn to be a successful investment advisor. You must be results-oriented, think strategically, and build connections with investors and high-ticket clients. **Responsibilities**: Achieve sales and business targets, including client acquisition by promoting the firm’s investment products to...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

A financial advisor is a professional who gives advice about managing your money to reach financial goals.They help clients achieve their financial goals by offering financial products and services, researching and pursuing investment opportunities, and creating financial plans based on their clients’ objectives, risk tolerance, income, expenses, assets,...

About Smilegate:Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences and skills. The history of Smilegate Investment is the history of Korea’s venture capital investment.We have found new industries and companies that will lead our future in the times of venture boom as well as in the...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

**Company Overview**: FinAtoZ is a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connection in important decisions like investments. Our online platform is a state-of-the-art secure platform and you get details about your portfolio online and can keep track of your financial journey. Our offering...

**Job Description: Financial Advisor - Multiple Openings** **Join Our Team as a Financial Advisor & future Leader in the Thriving Life Insurance Sector!** Are you ready to embark on a fulfilling career as a Financial Advisor? Do you possess the skills and passion to make a positive impact on people's financial well-being? If you have what it takes to excel...

**Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

Share- Tweet **Posted By**:I Mates Consultants | **Posted on**: July 11, 2023**: - India Bengaluru/Bangalore - 1200000-2200000 RS - 5-18 **Scope of the Role**: Driving investment product advisory through sales team, Ownership of the investment target of the cluster / location thatthey are mapped. > Educate client about investment options and potential...

This role of a Financial Advisor expects the following from you: 1. Advise regarding financial goals in life. 2. Planning financial goals and mile stones for customers. 3. Customizing the financial future as per the customer preference and income. 4. Thorough knowledge of the solutions we have for the customers(Training will be provided) This is a...

A Financial Adviser assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell...

_**FINANCIAL ADVISOR**_ **TELESALES PROCESS** **QUALIFICATION - 12TH** EXPERIENCE- **FRESHERS AND TELESALES EXPERIENCE IN FINANCE **MORE PREFERABLE LOCATION- INFANTRY ROAD,BANGALORE SALARY- **15000-20000(PLUS INCENTIVE)** WORK SHIFT- DAY SHIFT &SUNDAY WEEK OFF **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹15,000.00 - ₹20,000.00 per...

As a Para planner, you would be assisting the Chief financial planners in aspects like - 1. Research and Analysis: conduct research and analysis on financial products, investment options, and market trends. Gather information and data to support the financial planning recommendations made by the Financial planner. This involves studying investment...

State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $4.1 trillion in assets under management (Dec'23) and a heritage dating back over two centuries. Backed by the strength and stability of the State Street...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $4.1 trillion in assets under management (Dec'23) and a heritage dating back over two centuries. Backed by the strength and stability of the State Street...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using financial and legal knowledge skills. You have found the right team. As the Wealth Advisor professional in our team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - You will be reviewing sophisticated estate plans,...

East Green Advisors, a SEBI registered PMS, has an exceptional opportunity for a self-driven Equity Research Analyst in the Investments team.About the founders:The founders bring cross functional multi-industry experience (10+ years each) across hedge funds, family investment offices, NBFCs, management consulting, pharma, FMCG and internet startups. The...

Job Description: **Job Types**: Full-time, Fresher **Salary**: ₹12,000.00 - ₹15,000.00 per month **Benefits**: - Cell phone reimbursement Schedule: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus Ability to commute/relocate: - Bangalore, Karnataka: Reliably commute or planning to relocate before starting work...