Investment Advisor

**Key Responsibilities**: Job Title: Investment Advisor (Sales) **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As an Investment Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

Job Title: Investment Advisor (Banking Experience Required) Location: Mohali, Punjab Company: Purminder Kaur & Associates **Job Description**: Key Requirements: Minimum 1 year of experience in a banking environment (loans & investment handling) Strong communication and client relationship skills Knowledge of current financial products and market...

Job Title: Investment AdvisorLocation: Mohali, PunjabCompany: Purminder Kaur & AssociatesJob Type: Full-time, PermanentSalary: ₹15,000 – ₹20,000 per month (Negotiable based on experience) About the Role: Purminder Kaur & Associates is seeking a knowledgeable and client-oriented Investment Advisor to join our team in Mohali. The ideal candidate will...

An investment advisor provides guidance to clients regarding their investment needs. The advice given depends on the requirements of each client, where one person may want to maximize current income, able to listen to client needs, critically evaluate investment options, and educate clients regarding the best investment decisions to make. Client Relations -...

**Position**: Investment Advisor **Location**: Indore **Job Overview**: **Key Responsibilities**: - Assess clients' financial needs, risk tolerance, and investment objectives. - Develop and recommend customized investment plans and strategies. - Monitor and manage clients' investment portfolios for performance and alignment with objectives. - Provide...

Prospect for new clients - Maintain and deepen relations with existing clients - Determine the risk tolerance of clients - Develop personally tailored investment solutions for clients - Follow through on the investment actions approved by clients - Maintain proper documentation of investment actions taken on behalf of clients - **Desired Qualifications**: -...

Job description: Financial Advisor/Financial Associate in Wealth Growth Strategies Division of Assetian Location: Mohali (Onsite) **Job Types**: Full-time, Permanent Company Overview: 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...

**JOB Responsibility**: - Contact customers with refinancing/purchasing leased or off-fleet vehicles options - Promote and offer aftermarket products to all clients (Vehicle service contracts, Gap coverage, tire and wheel protection) to protect their investment - Promote our lending services and offer financing/purchasing options to customers. - Obtain...

**Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...