Financial Advisor
3 days ago
Company DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team navigates the complex world of investments to deliver tailored financial solutions. We believe in a holistic approach to wealth management, starting with a comprehensive analysis of your financial situation, goals, and risk tolerance.Role Description- Business Development and Client Relationship Management- Managing relationships with top client executives- Lead the meetings with existing and new clients – explaining various service offerings of the Firm, understand client business plans and suggest relevant service offerings- Client expectation management in respect of assignments, deliverables, timelines, etc.- Participation in various seminars organized by industry associations for networking and establishing connects with new clients- Managing the relationship with various trade bodies/ industry associations for potential leads- Delivering technical/ marketing presentations at various forums- Contributing to news articles, newsletters, etc- Entry strategy for foreign companies in India- Identify potential opportunities that can be taken up with existing and new clientsIdeal Profile- CFA (Level 1 or Level2) or MBA Finance with more than 3 years of experience- Client engaging and relationship management skills.- Networking skills. Excellent English communication – written, verbal and presentation skills.- Independently delivering on the assignments.- Balancing the Business Development initiatives with ongoing client assignments.- Requires excellent drafting and negotiation skills
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Financial Advisor
2 weeks ago
Chandigarh, India Wealth Pyramid Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....
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Financial Advisor
2 weeks ago
Chandigarh, India Wealth Pyramid Full timeCompany Description We suggest you enter details here.Role Description This is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....
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Financial Advisor
2 weeks ago
chandigarh, India Wealth Pyramid Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, based in Chandigarh. The Financial Advisor will work closely with clients to assess their financial needs, develop customized financial plans, provide advice on investments, retirement planning, and other financial matters....
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Insurance Advisor
2 weeks ago
Chandigarh, India SBI LIFE Full timeSBI LIFE ADVISOR Communicate With Customers And Sell Various Insurance,Analysing Clients Financial Condition And Offer Insurance & other financial products Accordingly. More info about this Insurance Advisor Job: 1. How much salary can I expect for this role? Ans. This is Comission based Job for everyone(Housewifes,Working professionals,Retired Service...
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Financial Advisor
4 days ago
Chandigarh, India Assetian Full timeCompany DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...
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Financial Advisor
3 days ago
Chandigarh, India Assetian Full timeCompany DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...
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Financial Advisor
2 days ago
Chandigarh, India Assetian Full timeCompany DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...
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Financial Advisor
2 days ago
chandigarh, India Assetian Full timeCompany DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...
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Financial Advisor
3 days ago
chandigarh, India Assetian Full timeCompany Description At Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential. Our Expertise: With decades of combined experience, our...
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Financial Advisor
2 days ago
Chandigarh, India Assetian Full timeCompany DescriptionAt Assetian, we are on a mission to transform India from a nation of savers to a nation of informed, confident investors. We specialize in crafting bespoke wealth management solutions, focusing on Mutual Funds-based niche portfolios that offer both diversity and growth potential.Our Expertise: With decades of combined experience, our team...
