Financial Advisor

2 days ago

ahmedabad, India KG Engineering & Consultancy Full time

Job Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey 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 of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.Educational specifications:1. Minimum Qualification Details Graduation & Above2. Preferred Qualification Post graduate

  • Financial Advisor

    7 days ago

    Ahmedabad, India TTEC Full time

    Financial Advisor TeleTech is seeking a Financial Advisor to join our Enterprise Services team. The goals of the Financial Advisor are rooted in the ability to manage the financial planning and analysis for the business and work among the multiple geographies around the globe. The Financial Advisor will liaison with the global directors and synthesize the...

  • Financial Advisor

    2 weeks ago

    Ahmedabad, India Whatjobs IN C2 Full time

    Job Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIII 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...

  • Financial Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIII 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. •...

  • Financial Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIII 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. •...

  • Financial Advisor

    2 weeks ago

    ahmedabad, India KG Engineering & Consultancy Full time

    Job Title: PCG (Private Client Group) Advisor Location: Ahmedabad, Gujarat Certification: NISM VIII 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. •...

  • Financial Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey 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. •...

  • Financial Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey 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. •...

  • Financial Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey 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. •...

  • Financial Advisor

    3 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Title: PCG (Private Client Group) AdvisorLocation: Ahmedabad, GujaratCertification: NISM VIIIKey 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. •...

  • Financial Advisor

    2 weeks ago

    Ahmedabad, Gujarat, India TTEC Full time

    Financial Advisor Be the spark that brightens days and ignites your career with TTEC’s award-winning employment experience. As a **Financial Advisor** working **Remote** in **Ahmedabad**, you’ll be a part of bringing humanity to business. #experienceTTEC Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to...