Portfolio Advisor

Hiring For PCG Advisor_WF0 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 - Handling...

Investment Risk ManagerWe seek an Investment Risk Manager to support the Chief Risk Officer in identifying, assessing, and mitigating various types of risks associated with investment portfolios.The successful candidate will have 7-10 years of experience in risk management, preferably within a financial organization.Key Responsibilities:Analyze potential...

Company Description:Propleaf is a premier Real Consulting firm that has been operational since 2013. As one of the largest and top-rated real estate consultants, we specialize in assisting real estate developers with sales, marketing, and business strategies, helping them achieve increased sales velocity and ROI. Additionally, we provide ultra HNIs and HNIs...

Company Description: Propleaf is a premier Real Consulting firm that has been operational since 2013. As one of the largest and top-rated real estate consultants, we specialize in assisting real estate developers with sales, marketing, and business strategies, helping them achieve increased sales velocity and ROI. Additionally, we provide ultra HNIs and HNIs...

**The Role**: **_Job Purpose: _** The mobility and lubes economic advisor for an OU plays an important role in ensuring that investments / deals being made by Shell with the capex allocated are made towards making Shell a world class investment case. The advisor would take on a smaller portfolio OU. The advisor is an important gatekeeper who would carry out...

JOB DETAILS 1.Meeting with clients.2.Offering specialized financial guidance and advice.3.Completing financial needs analyses.4.Creating and explaining customized plans.5.Utilizing knowledge of tax investment strategies.6.Assessing clients' financial portfolios.7.Analyzing clients' risk.8.Encouraging clients to invest for the future.9.A professional...

**Looking for a Stock Market Advisor (India)** I am looking for a **highly experienced stock market advisor** to guide me as a **beginner investor/trader**. **Requirements**: - **Minimum 10 years of experience** in Indian stock markets - Deep knowledge of: - **Equity (cash market)**: - **F&O (Futures & Options)**: - **Mutual Funds**: - Hands-on...

Private Client Group - Equity AdvisorLocation: Chennai, Bangalore, HyderabadDesignation: Equity Advisor (PCG)Roles and Responsibilities:Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product...

Petrofac is currently looking to recruit a Senior Advisor - Human Resource based in Chennai India What we do Petrofac is a leading international service provider to the energy industry with a diverse client portfolio including many of the world s leading energy companies We design build manage and maintain infrastructure for the energy industries Our...

Chennai, India; Hyderabad, India - GSH - 3124047 **Portfolio Delivery Executive - CMI** **Location: Bengaluru/Chennai** **Purpose of the role** The Portfolio Delivery Executive role is a client’s trusted advisor overseeing successful delivery of IT projects and initiatives across service lines while also driving delivery led growth for a cluster of...