Investment Advisor

Investment Advisor Experiend and who are will to do the internship can apply. package 20k-30k/month Location - Kochi **Client Relations** - Prospect for new clients - Maintain and deepen relations with existing clients **Investment Solutions** - Educate clients regarding the range of applicable investment options available to them - Determine the risk...

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

Role : Insurance Advisor Also known as a financial advisor, an insurance advisor provides financial advice to clients on retirement planning, investing, 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. **Insurance...

**WE'RE HIRING AN INVESTMENT SPECIALIST FOR SQUARE LEAGUE, KALAMASSERY, KOCHI** **Designation: Investment specialist** **About Square league ventures Pvt Limited**: **Square league Ventures is one of Kerala's well known Portfolio management firms and also provides financial education services across the world. Square League has been featured in CEO...

**Hindi Sales Advisor - Banking and Investments** Location**: Padivattom, Edapally** Experience**:* **Minimum 1 year of experience in banking sales / Customer support.* Language Proficiency**:Fluent in English and Malayalam; proficiency in Hindi or other languages is an advantage.** Qualifications**:* **Bachelor's degree is mandatory.* **Salary**:...

Trade Dealer/Advisor - Dealing experience is must - achieving **min 4X of revenue targets** in the existing Organization. - Currently managing or interested in **Client Acquisition** **(sales)**: - Should have completed **10+2+3** years of education **(Mandate)**: - NISM 8 certification - **Equity Derivatives mandatory** **Responsibilities**: - Advising...

**Investment: ₹20-35 Lakhs (minimum ₹20lakhs with equity stakes)** We are seeking a **Co-Founder** who will play a pivotal role in shaping the future of our company. This individual will be part of the **founding team** and will contribute not only financially through a strategic investment but also through active participation in the management and...

**RM- Equity/ Derivative Dealer - # Urgent Requirement#** As an equity dealer, your primary responsibilities would include executing buy and sell orders for stocks, analyzing market trends, providing investment advice, and ensuring compliance with financial regulations. You'd also monitor stock prices, communicate with clients, and stay informed about...

Training and development of front line sales team. (Advisor/Partners/Managers) Fully responsible of IRDA Training of Advisors & Licensing no of branch. Responsible for Sales Training coordination within branch for common business goal drive. Conducting new hire trainings inclusive of induction. Educating on on boarding procedures. Introducing the concept of...

Training and development of front line sales team. (Advisor/Partners/Managers) Fully responsible of IRDA Training of Advisors & Licensing no of branch. Responsible for Sales Training coordination within branch for common business goal drive. Conducting new hire trainings inclusive of induction. Educating on onboarding...

Training and development of front line sales team. (Advisor/Partners/Managers) Fully responsible of IRDA Training of Advisors & Licensing no of branch. Responsible for Sales Training coordination within branch for common business goal drive. Conducting new hire trainings inclusive of induction. Educating on onboarding...

Training and development of front line sales team. (Advisor/Partners/Managers) Fully responsible of IRDA Training of Advisors & Licensing no of branch. Responsible for Sales Training coordination within branch for common business goal drive. Conducting new hire trainings inclusive of induction. Educating on onboarding...

Job Description - Capability OwnerJob Location - KochiWe are looking for a globally-minded Capability Owner for an independent investment management firm, a UK Product Development company, to collaborate with product managers, investment advisors, and technology teams to drive our tech program forward.Responsibilities:Define and prioritize capabilities with...

**Job description** Follow up on leads and enroll new clients Coordinate and conduct educational webinars/seminars Provide timely services to existing clients and ensure satisfaction Collaborate with financial planners for client support and renewals Bachelor's degree in finance or related field Proven experience in financial sales and business...

Job Description - Capability OwnerJob Location - KochiWe are looking for a globally-minded Capability Owner for an independent investment management firm, a UK Product Development company, to collaborate with product managers, investment advisors, and technology teams to drive our tech program forward.Responsibilities:Define and prioritize capabilities with...

Job Description - Capability Owner Job Location - Kochi We are looking for a globally-minded Capability Owner for an independent investment management firm, a UK Product Development company, to collaborate with product managers, investment advisors, and technology teams to drive our tech program forward. Responsibilities: Define and prioritize...

Job Description - Capability OwnerJob Location - KochiWe are looking for a globally-minded Capability Owner for an independent investment management firm, a UK Product Development company, to collaborate with product managers, investment advisors, and technology teams to drive our tech program forward.Responsibilities:Define and prioritize capabilities with...

Job Description - Capability Owner Job Location - Kochi We are looking for a globally-minded Capability Owner for an independent investment management firm, a UK Product Development company, to collaborate with product managers, investment advisors, and technology teams to drive our tech program forward. Responsibilities: Define and prioritize capabilities...

Job Description - Capability OwnerJob Location - KochiWe are looking for a globally-minded Capability Owner for an independent investment management firm, a UK Product Development company, to collaborate with product managers, investment advisors, and technology teams to drive our tech program forward.Responsibilities:Define and prioritize capabilities with...

Job Description - Capability OwnerJob Location - KochiWe are looking for a globally-minded Capability Owner for an independent investment management firm, a UK Product Development company, to collaborate with product managers, investment advisors, and technology teams to drive our tech program forward.Responsibilities:Define and prioritize capabilities with...