Investment Advisor

Advisor JD Roles and responsibilities: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence...

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

**Help Prospects and existing customers buy financial services basis future financial needs and goals.**: - **Prospecting for new customers**: - **Funnel management**: - **Meaningful conversation with Prospects and Existing Clients for Goal Planning and Execution.**: - **Financial Data gathering & update for Prospects/customers.**: - **Earning the trust...

**Our Firm**: Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal’s 2021 North American Financial Advisor of the Year award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a...

**Our Firm** Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal’s 2021 North American Financial Advisor of the Year award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a...

1) Align Meetings for prospective clients. 2) Participate in customer meetings taking MOM and engaging clients 3) Working with seniors on proposals for execution 4) Execution of solution provided 5) aligning ,participating and doing review meetings with the existing clients connects 6) finding out and creating opportunities for financial well being...

Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families. We are currently looking for an paraplanner to join our existing team, Paraplanners are professional people...

**Position Name - **Financial Advisor** - Family Offices (Institutional Sales)** **Location - **Mumbai** **Experience Range - **7 - 10 years** **Mandatory Requirement**: - Client Acquisition - Institutional Sales - Client Servicing **About the client**: Our client is one of the premier asset management companies in India, with over 20 years of a track...

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based...

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based...

Join Our Premier Investment Initiative: Transforming and Enhancing Large Hotels Around the Mediterranean Introduction to the Opportunity: We are pleased to introduce our latest investment fund, strategically focused on the acquisition, revitalization, and repositioning of large hotel properties in the thriving Mediterranean region. This venture aims to...

Join Our Premier Investment Initiative: Transforming and Enhancing Large Hotels Around the MediterraneanIntroduction to the Opportunity: We are pleased to introduce our latest investment fund, strategically focused on the acquisition, revitalization, and repositioning of large hotel properties in the thriving Mediterranean region. This venture aims to...

**Designation**: **Relationship Manager ( Equity Advisor)** Experience required: 0 -5years experience in broking firm Qualification: Graduation/ Post Graduation with NISM 8 Location: Thane Salary**:Upto 30K in hand Plus incentives** Job Description: 1. Building relationships with clients & educating them about Investments 2. Handling portfolio of the...

**Salary** **- As Per Industry **Industry** **- FINANCIAL SERVICES **Role/Position** **- Advisor Retail **Keyskills** **- Responsible to generate brokerage primarily through advising clients on their equity portfolio 2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on...

Senior Advisor - Private Client Group Responsibilities:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Ensure timely advice to customers for Equity and Derivative markets...

We are hiring financial planning advisor. **We need people who are** Active Listener. 2. Passionate about making money work harder for clients by Good Communicator. 4. Willing to take extra steps for clients. 5. Comfortable with Excel & MS Word & PPT 6. Entrepreneur mind set. **Their Day to Day job will include** Align Meetings for prospective...

Our client is one India's foremost auction house offering online bidding for diverse array of categories like Indian Art, vintage jewelry, time pieces, celebrity memorabilia, rare books, Numismatic Treasures, Philatelic Gems, Vintage Cars etc. We are seeking applicants for the role Client Relationship Partners to be based at...

Position : Equity Dealer/ Equity Advisor - Chennai Job descriptionExecute the orders on behalf of clients. Responsible for Revenue Generation. Confirmations of trade done by EOD. Activating the Inactive Clients. Ensure the volumes of trade are higher clients trade frequently. From Broking company with at least 2 to 4 years in Equity Dealing & Cross...

Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on Cross-selling...