Investment Portfolio Advisor

**Job description**: - Expertise in handling clients and investments such as Bond and stock investment. - Good at sales by convincing clients to make them opt for either Bond or equity products. - Strengthening existing client relationships by enhancing engagement. - Offering broking services, including Demat and trading accounts. - Identifying the...

As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role...

Counsellor - Investment Job Description: Investment Counsellor Job Title: Investment Counsellor Business Unit: Wealth Management/Distribution Location: Chennai Able to speak Tamil,English,Hindi,Telegu an added advantage **Preferable Gender: Female** **Age Between 35-45** Investment strategy: Define Investment strategy, and asset allocation basis the...

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...

**Job description**: - Expertise in handling clients and investments such as Bond and stock investment. - Good at sales by convincing clients to make them opt for either Bond or equity products. - Strengthening existing client relationships by enhancing engagement. - Offering broking services, including Demat and trading accounts. - Identifying the...

**Job Title**: Life Insurance Advisor **Company**: Axis Max Life Insurance **Location**: Chennai **Job Type**: Part-time / Full-time / Freelance **Job Summary**: As a Life Insurance Advisor at Axis Max Life, you will help individuals and families plan their financial future by offering tailored life insurance solutions. This is a performance-driven role...

Key Responsibilities:Develop and implement investment strategies aligned with client or company goals, conduct thorough market and financial data analysis to identify opportunities, and perform risk assessments.Create, manage, and monitor investment portfolios, making adjustments as needed to optimize performance and ensure they align with client objectives...

**Job Title**: Life Insurance Advisor **Company**: Axis Max Life Insurance **Location**: Chennai **Job Type**: Part-time / Full-time / Freelance **Job Summary**: As a Life Insurance Advisor at Axis Max Life, you will help individuals and families plan their financial future by offering tailored life insurance solutions. This is a performance-driven role...

**Who we are?**: Kaleidofin is a fintech platform building a digital ecosystem to ensure finance for everyone, everywhere. We provide financial solutions for low-income customers and informal economy businesses through our ki credit Platform, which combines credit health assessment (ki score), middleware rails integration, advanced risk management dashboards...

We are seeking a highly motivated and knowledgeable Equity Advisor to join India s leading financial services company The role involves advising clients on equity investments managing portfolios generating revenues and ensuring superior customer satisfaction through personalized advisory services Key Responsibilities - Advise clients on equity investments...