Investment Advisor

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...

**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...

Insurance Advisor provide financial advice to clients on retirement planning, investments and protecting against risks insurance advisors complete a financial needs analysis with clients which includes assets and liabilities, tax status, existing insurance and risk analysis. **Responsibilities** Insurance advisor is responsible to meet the clients, offer...

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...

**job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...

Insurance Advisor provide financial advice to clients on retirement planning, investments and protecting against risksinsurance advisors complete a financial needs analysis with clients which includes assets and liabilities, tax status, existing insurance and risk analysis.ResponsibilitiesInsurance advisor is responsible to meet the clients, offer 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...

**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...

Job Summary:As a Personal Financial Advisor, your main task is to understand individuals' financial needs and provide them with customized advice on investments, tax regulations, insurance, and other financial issues. Your role includes analyzing financial data, creating financial strategies, and nurturing lasting relationships with clients to ensure they...

Job Summary:Personal Financial Advisors are responsible for assessing the financial needs of individuals and providing tailored advice to help them make informed decisions regarding investments, tax laws, insurance, and other financial matters. This role involves analyzing financial information, developing financial strategies, and maintaining ongoing...

1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

**Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption - Maintain Portfolio of Clients,connect with them related to SIP...

**Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption - Maintain Portfolio of Clients,connect with them related to SIP...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - Helping Investor in investing in Mutual Fund Schemes. - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption. - Good Communication Skill. - Maintain Portfolio of Clients, connect...

Contacting potential clients to offer them property consultancy services - Preparing and presenting business proposals to convince clients to sign a consulting deal - Assessing a client’s property needs - Conducting market research to identify areas with increasing profitability and encouraging clients to invest - Analysing trends in housing data and...

**Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption. - Maintain Portfolio of Clients,connect with them related to SIP...

**Roles and Responsibilities-** - Should be familiar with working on the mutual fund panel to operate it. - Helping Investor in investing in Mutual Fund Schemes. - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption. - Good Communication Skill. - Maintain Portfolio of Clients, connect...

Looking out all the aspects of Business Development and Revenue Growth, channel development in around Lucknow. Creating and on boarding strong retail and corporate distributors/ advisors like NGOs, Credit cooperative societies, People who have big sales team, influcerers group, HNIs and super HNIs, Tax consultants, counsellors etc - Develop and maintain...

**Department**:Broking **Channel** **Designation: Branch Manager** **Grade: M3 or M4 - Manager OR Sr. Manager** **Years of Exp: 4 to 6 yrs** **Location: Mumbai **Role**: - Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. - Responsible to manage a team of...

Roles and Responsibilities- Should be familiar with working on the mutual fund panel to operate it. Helping Investor in investing in Mutual Fund Schemes. Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption. Good Communication Skill. Maintain Portfolio of Clients, connect with them related...