Bond Advisor

**Greetings from Gennext Strategy Advisors!!!** Gennext Strategy Advisors is currently hiring for one of the Leading Industry. **Experience**:Minimum 2-6 years of experience **Qualification**:Bcom/Mcom/Inter CA **Job Locations**:Chembur We have Immediate Job Openings for Accountant **Job Profile** - Accounts Executive **Description**: 1. Finalization...

Role - Mutual Fund Advisor Location - Nariman Point,Mumbai HR connect -Nabamita-9365305958 Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred Salary upto 10LPA Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds...

Latest Openings for Belapur/Navi Mumbai **Location : Belapur (For Training) Work from home.** - **MBA in Finance or Bachelors in Finance/Accounting**: - Mutual Funds/Banking experience in customer service or any BFSI - Good knowledge of Equity, Debt Markets will be added advantage **OBJECTIVE**: Consult clients to buy/sell their bonds through the...

Urgent hiring Job description for Relationship Manager - Bond Bond sales investment banking 2year experience Location - Ahmedabad/Kolkata / Mumbai/ Delhi. -Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. -Identify investment opportunities or strategies. -Identifying, calling and visiting potential clients from time to time to...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

Title : Legal Consultant / Advisor Summary: We are seeking a highly motivated and experienced Legal Consultant / Advisor / Executive advising, researching on various legal matters pertaining to Real Estate Finance and associated risks. Real Estate Finance. **Job Description**: - Drafting, scrutinizing of transactional documents with respect to real...

The hired will be responsible for Driving sales through existing clients. - Conduct daily sales calls with prospective new clients and identify their needs. - Provide and develop solutions and suggest schemes to client’s basis their requirements and goal. - Providing end to end solution for the client’s wealth management needs. - Acquire new clients and...

Unlock Your Potential as a Financial Advisor at DezervWe are seeking an experienced and skilled Financial Advisor to join our team at Dezerv, a pioneering house of investing solutions for high net worth and affluent Indians. As a key member of our inbound business team, you will engage with discerning clients possessing a net worth of 50 lakhs and above,...

**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

Roles and Responsibilities: - Customer Engagement: Engage potential and existing clients through outbound calls, - fostering a positive and professional rapport, and demonstrating an in-depth understanding of the stock market. - Record Keeping: Maintain accurate and detailed records of client interactions, product - recommendations, client feedback using...

Need knowledge on different types of Insurance plan. Build up quality bonding with customers. Need good convinsing power. 1. Make Outbound calls. 2. Quality calling. 3. Customer resolution. 4. Permanent role. 5. Pilot process 6. Good communication skill's(Marathi/Hindi/ English). **Salary**: ₹15,000.00 - ₹25,000.00 per month **Experience**: -...

1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 3. Client meetings directly and joint meets along with Bank PBG RM's4. Pitching our research ideas to customers. Person should be NISM certified, Graduate and must have...

Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, PMS, FD, RBI Bonds etc) 3. Client meetings directly and joint meets along with Bank PBG RM's4. Pitching our research ideas to customers. Handling NR clients advising and analyzing Investment...

Assess clients' financial needs, goals, and risk tolerance to create tailored investment plans. - Provide expert advice on a wide range of investment options, including stocks, bonds, mutual funds, and alternative assets. - Monitor market trends, economic conditions, and client portfolios to recommend timely adjustments. - Build and maintain strong...

**IIFL Securities is Hiring For B2B RM Alternate Channel.** **CTC - Upto 5-6 Lacs** **Role -** 1. Acquisition & Managing IFA’s base for Business Development & Marketing of Mutual Funds across fund houses, PMS AIF, Structure Products, Company Fixed Deposits Bonds, NCD, IPOs, Direct Equity, Life Health and General Insurance & Loan Products. 2. B2B sales...

Our client epitomizes sustainability, excellence, and social responsibility, striving to profoundly impact the lives and financial stability of our clientele. We are currently seeking dedicated Investment Advisory Wealth Managers to embark on our journey of continued expansion. In this role, you will oversee a diverse array of portfolios while benefiting...

**Job brief** **Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision -...

**Job description** **Job Summary**: The Wealth Product - Sales and Distribution Manager is responsible for overseeing and enhancing the sales and distribution activities related to wealth products including but not limited to Mutual Funds, Insurance etc. This role involves developing and implementing strategies to drive sales growth, managing relationships...

**Job Responsibility** - The role involves identifying CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with Org. - Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO?s, IPO?s,...

**Company**:MProfit **Job Title**:Sales Executive **Location**:Nariman Point, Mumbai **Company Profile**: MProfit is a rapidly growing fintech company, backed & funded by Rainmatter (an initiative by Zerodha) and other reputed investors. With an aim to automate multi-asset investment tracking & reporting, MProfit provides wealth-tech solutions to Indian...