Financial Advisor

**Requisition ID**: req29339 **Job Title**:Portfolio Advisor, Grants & Frameworks **Sector**:Awards Management **Employment Category**: TTA **Employment Type**: Full time, 2 months Assignment **Location**: UK or Europe **The Purpose of the Role** Portfolio Advisor, Grants & Frameworks sits in AMU in the Program and Award Support Pillar, within the...

Role/Designation: Business Manager Reporting Manager: Area Director Location: Multiple Roles & Responsibilities: - Recruiting and Managing team of financial advisors/agents. - Manage complete life cycle of agents e.g, Training the partners on our app for servicing their customers in most efficient and effective manner. - Driving partners for higher pocket...

Position : Sales Trader / Equity AdvisorLocation : Bhubaneswar & RanchiQualification : Graduate/MBA/ PGDMExpertise : Hands on experience in managing HNI Clients.Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP productsBudget : As per industry standards

Ensure the best quality of service to customers - Approach customers and recommend the most appropriate product or service to meet their needs - Lead the sales process from end to end, all the way through to the financial transaction - Manage any returns or customer complaints - Answer phone calls and provide customer service - Manage stocks and receive...

**Designation**:Assistant Manager **Updated**:November 28, 2024 **Location**:Orissa, India **Organization**:Financial Services **Job Purpose**: The purpose of this job is ensure achievement of business targets and enhancement of profitability of the assigned branch by providing effective leadership, planning resources, monitoring people performance &...

Job TitleHiring for a key role in Agency Development to drive growth and customer centricity.Responsible for recruiting New Financial Advisors & Agency Associate Partners.Clearing the IC33 exam and obtaining necessary licenses.Providing product knowledge and training to Financial Advisors.Motivating and mentoring the sales team.Ensuring the fulfillment of...

1-7 Years - Rs 200,000 - Rs400,000 - Odisha **JOB RESPONSIBILITIES**: - **Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.**: - **Business/ Operational/ Functional/ Financial Perspective.**: - **Execute the orders on behalf of...

Job Title: Agency Development ManagerA business leader is required to manage the growth and development of our agency team.Develop strategies for recruiting and training new financial advisors and agency associates.Oversee the clearing process for IC33 exams, ensuring compliance with regulatory requirements.Maintain accurate records of licenses issued to the...

**Oxfam is a global movement of people working together to end the injustice of poverty.** **_ The Role:_**: - Based in Asia, this position will be responsible for delivering technical support and guidance for the management of H&S policies and procedures in country programmes where OGB is Executing Affiliate within the region. Promoting a culture of...

The role of Investment Advisor encompasses managing clients' investments, strategic financial planning and portfolio management to ensure the growth of Assets Under Management (AUM) while achieving clients' financial goals.Key Responsibilities:Investment AdvisoryPortfolio ManagementStrategic Financial PlanningRequired Skills and Qualifications:EducationUG:...