Financial Advisor

Job Title: Equity Advisor - Financial/ Broking Services - Pune Job Description: Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to blossom into an 8600+ member team. Today they are a...

Wealth (RM) - Financial Advisor & Portfolio Manager, Wealth Relationship Manager, Financial Advisor, Portfolio Manager Are you an experienced Wealth Manager with a passion for providing exceptional financial advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs)? We are seeking a dynamic and results-driven...

We arelooking for a Equity Advisor in Indias Leading Financial ServicesCompany. JobRoles andResponsibilities: Advising Super HNI clients on EquityDerivatives currency & commodity Markets. Individually handling clients with the book size of 25lacs & above. Creation of revenue &Activation of clients through effective Advisory. Cross selling of other...

Wealth (RM) - Financial Advisor & Portfolio Manager, Wealth Relationship Manager, Financial Advisor, Portfolio Manager Are you an experienced Wealth Manager with a passion for providing exceptional financial advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs)? We are seeking a dynamic and results-driven...

Guide people from all sectors to fo their efficient financial planning. **Job Types**: Part-time, Contractual / Temporary, Freelance Part-time hours: 3 per week **Benefits**: - Work from home Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus - Quarterly bonus **Speak with the employer** +91 9850839763

Job Title: PCG AdvisorKey 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...

**Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...

Tips: Hiring a Finance Associate, Fresh Chartered Accountant or Semi Qualified (CA Inter both group passed or CA Final appeared) who has completed article ship with reputed mid-sized CA firm in areas accounting, audit and financial reportingResponsibilities> Preparation of Financial Plans/forecasts and scenario plans> Management Reporting for decision...

Tips: Hiring a Finance Associate, Fresh Chartered Accountant or Semi Qualified (CA Inter both group passed or CA Final appeared) who has completed article ship with reputed mid-sized CA firm in areas accounting, audit and financial reportingResponsibilities> Preparation of Financial Plans/forecasts and scenario plans> Management Reporting for decision...

Tips: Hiring a Finance Associate, Fresh Chartered Accountant or Semi Qualified (CA Inter both group passed or CA Final appeared) who has completed article ship with reputed mid-sized CA firm in areas accounting, audit and financial reportingResponsibilities> Preparation of Financial Plans/forecasts and scenario plans> Management Reporting for decision...

Job Title: PCG AdvisorKey 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 &...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.TresVista has more than 1,500...

Relationship Manager/Area Manager - Wealth/Team Management/Investment Advisor About the Role: This is a full time on site role for Area manager. The area manager will be responsible for handling team of senior RM's . The role will involve , setting and achieving sales targets, execute events for corporates and HNI clients to create product awareness and...

Relationship Manager/Area Manager - Wealth/Team Management/Investment Advisor About the Role: This is a full time on site role for Area manager. The area manager will be responsible for handling team of senior RM's . The role will involve , setting and achieving sales targets, execute events for corporates and HNI clients to create product awareness and...

Job Description Responsibilities: Recruiting a team of financial advisors on commission basis and generate the business. Monitoring & following process for driving sales through your advisors. Doing Performance Review of your Advisors. Delivering consistent sales output utilizing your management & monitoring capabilities. Requirements: Experience: 2 + years...

Job DescriptionResponsibilities:Recruiting a team of financial advisors on commission basis and generate the business.Monitoring & following process for driving sales through your advisors.Doing Performance Review of your Advisors.Delivering consistent sales output utilizing your management & monitoring capabilities.Requirements:Experience: 2 + years of...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than...

About TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more...

Job Details Unit Manager: Agency Sales Executive- Pune 0 - 4 Yrs Pune UNIT MANAGER Job description We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets. This is an insurance sales role for our Agency business. Key responsibilities: Identify & recruit right quality advisors to...