Investment Advisor

**Advisor JD** **Roles and responsibilities**: - 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. - To keep abreast with market knowledge and market intelligence - Responsible to ensure all activities are in...

_**Understanding Clients Financial needs.** **Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance and answer clients questions and address concerns**_. **Job Types**: Full-time, Fresher **Salary**: ₹19,000.00 per month **Benefits**: - Paid sick time - Provident...

1.provides financial advice to clients on retirement planning, investing, and protecting against risks.Analyzing clients' risk. -Encouraging clients to invest in the future. 2.Meeting with clients. 3.Offering specialized financial guidance and advice. 4.Completing financial needs analyses.Assessing clients' financial portfolios. 5.Creating and explaining...

Punjab National Bank MetLifeTime   : 10.00am - 6.00pmAGE.     : 18 to 30 yearsEdu Qual. : 12 to any degreeWork.     : Work From Office*Fresher and Experience both can apply.*NO CONSULTANCY, NO HIDDEN CHARGES?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other...

Punjab National Bank MetLife Time   : 10.00am - 6.00pm AGE.     : 18 to 30 years Edu Qual. : 12 to any degree Work.     : Work From Office *Fresher and Experience both can apply. *NO CONSULTANCY, NO HIDDEN CHARGES ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or...

several job opportunities inthe stock market such as that of a broker advisor portfolio managerresearch analyst investment banker relationship managerprofessional investor andtrader. meeting with clientsvirtually or during sales visits. demonstrating and presentingproducts. establishing new business. maintaining accurate records.attending trade exhibitions,...

Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in the future. - Bachelor’s degree in finance...

As a Financial Advisor you are expected to: Achieving the own sales target through assigned leads, which may be self generated or may be generated through other sources. Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs Providing pre and post sales support (e.g. claim...

several job opportunities in the stock market, such as that of a broker, advisor, portfolio manager, research analyst, investment banker, relationship manager, professional investor, and trader. meeting with clients virtually or during sales visits. demonstrating and presenting products. establishing new business. maintaining accurate records. attending...

Designation:Business Development ManagerVertical:Partner AllianceLocation:Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with these Partners & help them on-board their clients across products.Conduct training of...

Designation: Business Development ManagerVertical: Partner AllianceLocation: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:- Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.- Build rapport with these Partners & help them on-board their clients across products.- Conduct training...

Designation: Business Development ManagerVertical: Partner AllianceLocation: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with these Partners & help them on-board their clients across products.Conduct training of...

Designation: Business Development Manager Vertical: Partner Alliance Location: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ Indore Key Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct...

Designation: Business Development ManagerVertical: Partner AllianceLocation: Lucknow/ Hyderabad/ Mumbai/ Pune/ Kolkata/ Lucknow/ Bangalore/ Ahmedabad/ IndoreKey Responsibilities:Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier.Build rapport with these Partners & help them on-board their clients across products.Conduct training of...

Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...

Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...

Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...

Energy Aspects currently have an exciting opportunity available for a Credit Controller to join the Finance team, based out of our Kolkata office, dedicated to supporting our Finance team. **Duties** - Processing and reconciliation of AR invoices - Reducing debtors’ ‘Days Sales Outstanding’ - Respond to client issues and queries - Monitoring debtor...

PurposeEnergy Aspects has an exciting opportunity for BI engineer to join our Data team. You will take ownership of the full BI pipeline, from ingesting data and building data marts to creating dashboards for our internal stakeholders. You will work with teams across the entire business to understand and support the BI goals of our organization. The role...

PurposeEnergy Aspects has an exciting opportunity for BI engineer to join our Data team. You will take ownership of the full BI pipeline, from ingesting data and building data marts to creating dashboards for our internal stakeholders. You will work with teams across the entire business to understand and support the BI goals of our organization. The role...