Urgent: Senior Investment Advisor

2 weeks ago


Nagpur, India Serving Skill Full time

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 Key Requirements 1 Graduation is must 2 NISM 8 certification Equity derivatives NISM 5 certification Mutual Funds 3 Stock Market knowledge is mandatory 4 Should possess excellent communication skills - Monitor and address HNI clients banking and investment requirements - Focus on business development across liabilities assets fee to sustain and achieve growth in relationship value - Achievement of product-wise targets and cross selling products as per the demographic and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI clients for increasing customer base of the portfolio - Resolution of queries for all managed clients with TAT specified ref updazz com


  • Mutual Fund Advisor

    2 weeks ago


    Ganeshpeth Colony, Nagpur, Maharashtra, India Sath Outsourcing Service pvt. Ltd. Full time

    **Position Overview**: The Mutual Fund Advisor is responsible for providing clients with expert advice and guidance on mutual fund investments, helping them build diversified portfolios that align with their financial goals. This role involves assessing client needs, recommending suitable mutual funds, and keeping clients informed about market trends and...

  • Customer Advisor

    1 week ago


    Nagpur, Maharashtra, India NGRT Systems Full time

    We are looking for Customer support agent to look after customer concerns related to order purchased and general queries of our website. - Answer inbound calls and in some cases generate outbound calls to follow up on customer complaints. - To communicate with the customer in the language the customer is comfortable in. - Record all the transaction in CRM...


  • Sitabuldi, Nagpur, Maharashtra, India SR Alpha Investment Advisers Full time ₹ 4,00,000 - ₹ 5,00,000 per year

    ONLY CANDIDATES MEETING THE CRITERIA SHOULD APPLYWE'RE HIRING – Equity Research Analyst – The Trading MitraEducation : CA / CS / MBA (Finance) from Top 20 B-Schools only /CA/CS Articleship candidates may also applyOnly Nagpur-based Male candidates can applyLocation: 3rd Floor, Buty Chambers, Opp. Fortune Mall, Sitabuldi, NagpurCompany: SR Alpha...


  • Nagpur, India Sutherland Full time

    Senior Manager – Investment Servicing We are seeking an experienced and client-focused Senior Manager – Investment Servicing to lead strategic delivery and operational excellence The ideal candidate will bring deep expertise in investor servicing operations, a proven ability to manage large-scale engagements, and a track record of building strong client...

  • Urgent Hiring

    1 week ago


    Nagpur, Maharashtra, India Cars24 Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Contact Person - GauravContact Number Call or Whatsapp your resume for a quick response(Fixed Salary + Incentives* & applicable Statutory Benefits^)*Note: Four-wheeler Driving License is mandatory*Job Responsibilities :Technically evaluate the CarsSubmit a report for each Cars according to the defined processEstimate the repair work needed by the used...


  • Nagpur, India All European Careers Full time

    For an international project in Chennai, we are urgently looking for a Senior PeopleSoft Developer to assist with the implementation of a Work Force Planning system. Candidates need to have at least 5 years of PeopleSoft experience. Candidates need to be willing to work in Chennai! We are looking for a motivated contractor. This position is long-term....


  • Nagpur, India Propella Consulting Group Full time

    🚀 We’re Hiring: Manager – International Taxation | Food Processing / Agro Commodities Processing & Packaging Sector 📍 Location: Navi Mumbai 👨 💼 Reporting to: CFO 👥 Team Size: 2 (Direct & Indirect Taxation) About the Role We are looking for an experienced Manager – International Taxation to oversee tax compliance and strategy across...

  • Urgent Hiring

    2 weeks ago


    Nagpur, Maharashtra, India Cars24 Full time ₹ 24,00,000 - ₹ 36,00,000 per year

    Contact Person: Nisha Email - Salary: upto 2.5 LPA to 3.5 LPA basis experience and current CTC + Incentive + Travel AllowancePreferred Background:Service AdvisorBody-Shop AdvisorTravel AllowanceCar TechnicianCar MechanicCar EvaluatorInspection EngineerCar SurveyorMotor ClaimMandatory Requirements:Should have a valid Driving License for both two and...


  • Hingna, Nagpur, Maharashtra, India Multisteer Full time

    1. Collaborate effectively with investment advisors to gather data, insights, and stay informed on market trends and opportunities. 2. Analyze investment data and compile comprehensive reports to support informed investment decisions. 3. Prepare clear and detailed investment case presentations for internal stakeholders. 4. Manage the personal accounting...

  • Insurance Executive

    2 weeks ago


    Nagpur, India Focskill Pvt Ltd Full time

    **provides financial advice to clients on retirement planning, investing, and protecting against risks**. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis. **Salary**: ₹15,000.00 - ₹35,000.00 per month **Benefits**: - Health insurance - Life...