Senior Qualified Financial Advisor

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Bengaluru for a Financial Advisor. The Financial Advisor will guide clients on managing their finances, planning for retirement, and making investment decisions. The role involves creating customized financial plans, providing sound financial...

Responsibilities:Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutionsConduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial positionMonitor the implementation and progress...

Company DescriptionGeojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio...

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

We are HIRING for Financial Advisors for MNC Company in MG ROAD Branch, Bangalore. Job Responsibilities: - Fixing Appointments with clients and advising clients regarding financial needs. Creating very Strong Client Base. Qualifications: - PUC, Graduate and Post Graduate. Special Positions for Auditors, Tax Consultants and Chartered...

Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning...

SummaryPosition SummaryNational Office – Consultant, Engagement Financial Advisor (EFA Consultant)Engagement Financial Advisors:Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control. Engagement...

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: 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: 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. •...