Portfolio Advisor

Providing fashion advice and recommending single pieces, outfits, styles, patterns, colors and fabrics Collaborating with clients to understand their needs and tailoring styles and aesthetics to each individual's preferences Recommending clothing items and assisting customers with their purchases in retail settings to support sales goals Ensuring customer...

Company DescriptionEdumpus is an ed-tech startup based in Kozhikode that aims to simplify the admission process for international students. We have developed a social communication platform that connects educational institutions with students, making it easier for them to access and apply for admissions. With a portfolio of 500+ institutions from over 15...

**We are hiring for Equity Advisor for Delhi Location. Below is the details for the same-** **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross...

Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Handling Queries & complains of client's & solving it within TAT. - Profiling clients by conducting in depth review of client's...

We are hiring for Equity Advisor for Delhi Location. Below is the details for the same-Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other...

Job Description: Investment Advisor Registered Investment Advisor (RIA) Background:We are a pioneering corporate SEBI RIA specializing in comprehensive financial planning and investment advisory services tailored for High Net Worth Individuals (HNIs), family offices, and corporates. Operating on a fee-only basis, we uphold a commitment to providing...

**Role**:PCG Advisor **Experience**: 3+years **Location**:New Delhi **Key Responsibilities**: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products...

Advisor – Sustainability & Climate Change Be part of the world's leading mining organisation Commitment to a safe working environment Work in a diverse and innovative team. About the role Finding better ways to provide the materials the world needs. We are looking for an Advisor – Sustainability & Climate Change to support on ESG and...

**Advisor - Sustainability & Climate Change** - Be part of the world's leading mining organisation - Commitment to a safe working environment - Work in a diverse and innovative team. **About the role** **Finding better ways to provide the materials the world needs.** We are looking for an Advisor - Sustainability & Climate Change to support on ESG and GHG...

Hiring for a **Well known brand in Stock Market**! Job Profile - **Advisor** Locations - **Delhi/ Kanpur/ Lucknow** CTC- **up to 6 LPA** Experience - **Min 1 year in relevant profile** Job description: 1. **Terminal handling** **2. Responsible to generate brokerage primarily through advising clients on** **their equity portfolio. 5x** **3. Responsible for...

Matrix is happy to partner with one of the portfolio companies in identifying a suitable Finance Head to lead the function reporting to founders.Ideal Profile :Experience: 8 12 Years of experience including in a controllership roleQualification: Qualified CA/ MBAExperience of working in an Consumer company will be huge plusAny experience in working in...

Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

**Private Banking Advisor**: **Job ID**:R0335611**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-06-20**Location**:New Delhi**Position Overview**: **Job Title - Private Banking Advisor** **Location - New Delhi** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India....

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Handling Queries & complains of client's & solving it within TAT. Profiling clients by conducting in depth review of client's financial...

Role: Investment AdvisorResponsibilities:1. You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service.2. You will be required to perform in-depth analysis of clients’ financial models, business projections, pitch decks and other documents and make reports...

**Advisor - Group Services Reconciliation** - ** Great opportunity to work for a pioneering organization at the forefront of mining.**: - ** Join a global network and diverse team where people are encouraged to offer unique perspectives and build knowledge and connections.**: - ** Permanent | Location : Gurgaon** **About the role** We are looking for a...

Delhi NCR | Full Time | Career Advisor | 0 to 5 Years This position is 5.5 days working. First and Third Saturdays are off, rest of the Saturdays are normal working days Tele-sales job. No cold calls. Calls only to qualified leads. We are searching for proactive individuals who are passionate about assisting working professionals as they progress through...

**Salary** **- 1.80 Lakhs p.a. **Industry** **- Broking and Distribution **Role/Position** **- Advisor **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...

Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's...