Financial Expertise Advisor

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. •...

Job Title: Collection Executive – Recovery (Experienced) Location: JP Nagar Job Type: Full-Time Experience Required: 1 to 3 Years Languages Required: Hindi, Haryanvi, Gujarati  any one (mandatory) Job Summary: We are seeking experienced and motivated Collection Executives to join our Recovery team. The ideal candidates will have 1 to 3 years of hands-on...

Operations - Enrollment Analyst Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from...

Location – Mumbai – Lower Parel/ Bangalore Position:– PMP Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMP Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up...

🚀 Join the Board of Advisors at STEAM-IE! 🌟Are you a visionary leader passionate about revolutionizing education through technology? Do you have strong connections in the investment community, expertise in policymaking or financial strategy, and a keen interest in the Edu-Tech space? This is your chance to be part of a groundbreaking venture!About...

Job Title:Sales Executive – Finance & Investment Products (Mutual Funds, Insurance)Job Description:We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients.Key Responsibilities:Present and...

Job Title: Sales Executive – Finance & Investment Products (Mutual Funds, Insurance) Job Description: We are seeking a dynamic and result-driven Sales Executive with experience in the finance or banking field. The candidate will be responsible for promoting and selling Mutual Funds, and Life Insurance products to clients. Key Responsibilities: Present and...

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

Location – Mumbai – Lower Parel/BangalorePosition:– PMP Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales...