Financial Advisor

Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

professionals**Company Description** TATA AIA Life Insurance Company is also one of the leading insurers in the Indian private sector ata AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world, spanning 18 markets in the Asia Pacific region. Tata...

TATA AIA COMPANY is recruiting Financial Advisors with flexible timing. People who are looking for second source of income, WFH, Freshers, Housewife and job holder's also can apply. Qualifications: minimum intermediate. Age: 18 years and above. Free online training, flexible timings, no age restrictions, zero investment. Interested people can come for...

Job Title: Motilal Oswal Financial Services AdvisorWe are seeking a highly skilled and experienced Financial Services Advisor to join our team at Motilal Oswal Financial Services. As a key member of our team, you will be responsible for advising high net worth clients on equity, derivatives, currency, and commodity markets.Key Responsibilities:Provide expert...

Company : Motilal Oswal Financial Services LimitedJob Title: PCG Equity AdvisorLocation: HyderabadPositions Available: 10Experience Required: 5+ yearsCertifications Required: NISM 8 / CurrencyKey Responsibilities:Advising high net worth clients on Equity, Derivatives, Currency, and Commodity Markets.Managing individual clients with a portfolio size of 25...

Company OverviewGamut HR Solutions will help you find the right kind of job!Job OverviewMid-Level position with 4 to 6 years of experience, Full-Time role based in Hyderabad, Telangana, India. Salary range: Competitive. Gamut HR Solutions, a company with a focus on job placements, headquartered in Hyderabad with 2-10 employees.Qualifications and SkillsProven...

Key Responsibilities:We are seeking a highly skilled Equity Derivatives Advisor to join our team at Vitasta Consulting Pvt Ltd. As a PCG Equity Advisor, you will be responsible for advising high net worth clients on equity derivatives, currency, and commodity markets.Key responsibilities include:Individually handling clients with a book size of 25 lacs and...

Experience: 7 - 10 years Location: Hyderabad / Delhi Education: Postgraduate (NISM XA - XB preferred) Industry: Personal Finance / Financial Planning Designation/ Role: Financial Advisor JOB DESCRIPTION: Responsible for providing accurate analysis for new and existing clients as well as handling all sales administration including pricing, query...

Company : Motilal Oswal Financial Services LimitedJob Description: PCG Equity AdvisorLocation: HyderabadPositions Available: 10Experience Required: 5+ yearsCertifications Required: NISM 8 / Currency Key Responsibilities:Advising high net worth clients on Equity, Derivatives, Currency, and Commodity Markets.Managing individual clients with a portfolio size of...

Job OverviewAt LifeMagic Group, we are looking for a talented Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing exceptional wealth management services to high-net-worth individuals and families.Key ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients, understanding their unique...

An insurance advisor's job is to help clients understand their insurance needs and recommend the best insurance products and services for them. **Responsibilities of an insurance advisor**: - **Understand client needs**: Consider a client's financial situation, risk tolerance, and insurance objectives to provide suitable advice. - **Provide accurate...

-Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one...

Key Responsibilities:We are seeking a highly skilled Equity Advisor to join our team at Vitasta Consulting Pvt Ltd. As a key member of our advisory team, you will be responsible for advising SuperHNI clients on Equity Derivatives and currency & commodity Markets.You will be handling clients with a book size of 25 lacs & above, creating revenue and activating...

Dear Candidates < Greeting from LMV Financial Services Pvt Ltd !!!Recruit Agents / Advisors &Develop agents through coaching, training, team management support, etc Drive agents and advisors team, activity ratio, case rate per active agent, and case to achieve the premium targets Must have a Minimum of 4 Year of Experience in Insurance / Banking / Any sales....

Analyze current and past financial data and performance - Prepare reports and projections based on analysis - Evaluate current capital expenditures and depreciation - Explore investment opportunities For more information, visit our website **Job Types**: Full-time, Fresher Pay: ₹45,000.00 - ₹56,000.00 per month Schedule: - Day shift Supplemental...

Job DescriptionAbout Client: Our Client is a renowned player in the EPC sector, delivering innovative solutions forcomplex projects across (Agriculture, Infrastructure, etc.).  As our client continuesto grow, we are seeking a Finance Controller to join their dynamic team.Position Overview:As the Finance Controller, you will play a critical role in...

Company OverviewGamut HR Solutions specializes in matching top talent with leading companies.Job OverviewMid-Level position for a Financial Advisor/Wealth Manager with 4 to 6 years of experience. Full-Time role is based in Hyderabad, Telangana, India. Salary range: Competitive.Key QualificationsProven experience as a Financial Advisor or Wealth...

Company : Motilal Oswal Financial Services LimitedJob Description: PCG Equity AdvisorLocation: HyderabadPositions Available: 10Experience Required: 5+ yearsCertifications Required: NISM 8 / Currency Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, Currency, and Commodity Markets.Managing individual clients with...

Company OverviewGamut HR Solutions is a leading provider of human resources solutions.Job OverviewWe are seeking an experienced Portfolio Management Advisor to join our team.ResponsibilitiesConduct financial analysis to guide investment decisionsDevelop and implement investment strategiesManage and mitigate risks within the portfolioAllocate assets...

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...