Financial Advisor

As a Financial Advisor / stock Trader, - You will be a vital part of our Trading team, responsible for executing stock trades, analyzing market data, and managing portfolios. - Your role will involve making informed investment decisions, optimizing trading strategies, and contributing to the success of investments. **Responsibilities**: - An equity trader...

**Roles and Responsibilities** - Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of IFA's **Internal Focus** - Branch Service Operations, Channel team **External Focus** - Distributors,...

**About EquityPandit Financial Services Pvt. Ltd.**: EquityPandit is a leading research and advisory firm in India. The firm is one of the biggest players with a dominant position in both Institutional and Retail. The company specializes in the business of Analysis, Information, and Intelligence. The business is supported by an efficient, powerful research...

Generating leads and conversion to sales for Insurance (Life & General Insurance) also mutual fund, damt account and other investment products. - All work related to Insurance like Policy explanation, generation, claim settlement - Track keeping of all leads and regular follow ups and update - Meeting with customers, their detailed requirement analysis and...

Position :Unit Manager Location : Surat Experience : More than 2 year in sales - MBA fresher is suitable Role and responsibility: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining Mutual Fund Business opportunities and...

Job Description: - Ensure that all leads are approached / called on or before specified TAT for becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining MF Business opportunities and earnings to interested leads. - Achieve monthly target for recruitment of advisors. - Prepare MIS as per the instructions of...

**Summary**: **Responsibilities**: - Develop and implement investment strategies for individual and institutional clients - Provide financial advice to clients on a range of topics, including retirement planning, estate planning, and tax planning - Manage client portfolios and monitor market conditions - Stay up-to-date on the latest financial market trends...

Position: Unit Manager (Tele sales) Company: NJ Wealth Location: Udhana, Surat CTC: 2.54 LPA + Incentives Employment Type: Full Time, Permanent A. KEY RESPONSIBILITIES: - Ensure that all leads are approached / called on or before specified Time Period for becoming distributor / Individual Financial Advisors (IFA) for Mutual Fund business. - Explaining...

Agency Channel Searching Client In natural market and Online sources than selling investment plans or insurance plans Per plan you got good Commission and Contest payouts **Job Types**: Part-time, Fresher, Freelance Contract length: 12 months **Salary**: ₹21,000.00 - ₹200,000.00 per month Expected hours: No less than 14 per week **Benefits**: -...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...

**Responsibilities**: - Conduct thorough research and analysis of clients' financial situations, including income, expenses, assets, and liabilities, to assist in the creation of tailored mortgage solutions. - Collaborate with mortgage advisors to gather client information, understand their financial objectives, and recommend appropriate mortgage...

Research various destinations and means of travel regarding prices, customs, weather conditions, reviews etc. - Diagnose the clients’ specifications and wishes and suggest suitable travel packages or services - Organize travels from beginning to end, through booking tickets and accommodation, securing rental transportation etc. - Supply travelers with...

**Urgently Hiring for Tradebulls securities pvt ltd !!!!!!!** 1. An equity trader buys, holds or sells various equity products on stock exchanges. 2. Advising powerful stocks and generating revenue by trading on behalf of the client. 3. Meet Non-Trading Customers and activate them 4. To execute trades for clients in NSE, BSE & FNO Segments - Has more than 1...

Job Title: Equity Dealer Cum RM Location: Ahmedabad, Bhopal, Bangalore, Indore, Mumbai, Pune **Salary**: Depending on interview assessment Contact Person: Ashish Mishra Contact Number: 8108461922 (WhatsApp) Company Name: Arihant Capital Markets Limited Job Description: About Arihant Capital Markets Limited: Arihant Capital Markets Limited is a...

Requirements: - Fluency in English, - With a CFP/CFA/MBA(Finance) or any other financial qualifications, - Interested in being part of a team supporting a US based financial advisory firm for support and para-planning functions **Duties**: The role of “Knowledge Integrator” would be assisting Wealth Managers and Financial Advisory firms in the US in...

ob Title: Sales executive (Share Market) Experience: 0 to 1 years Location: Ahmedabad **Salary**: Depending on interview assessment Contact Person: Ashish Mishra Contact Number: 8108461922 (WhatsApp) Company Name: Arihant Capital Markets Limited **Job Description**: **Responsibilities**: - Execute buy and sell orders for stocks, bonds, commodities,...

Job Title: Equity sales adviser Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

Job Description: We are looking for an experienced Accountant with expertise in India tax laws to manage our financial transactions, ensure compliance with accounting regulations, and contribute to the overall financial health of The Orthoheal. skills, and a proactive approach to financial management, with a specific focus on India tax...

**Experience: - **Minimum 2 years in Australian Bookkeeping and Taxation**Location: - ** Ahmedabad (Onsite)**Shift timing: - **7 AM to 4 PM**Working Days: - **5 Days working**Key Responsibilities**: **1. Bookkeeping**: - Maintain accurate and up-to-date financial records for clients using accounting software. - Record financial transactions, including...

Highlighting the benefits of specific programs, and courses in order to attract students and encourage diversity on campus. - Helping students choose courses and extracurricular activities that will help them get into their chosen colleges or careers after graduation. - Staying current with admission processes and requirements, school programs, majors, and...