Investment Advisor

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB is must.** **Experience: 5+ years work experience.** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of applicable investment options available to them - Increase client database by meeting new clients...

Job Summary:We are looking for a Sr. Investment Advisor Commercial to guide and relations client on commercial real estate properties. The role involves analyzing market trends, advising on high-return opportunities, and building long-term client relationships. Candidates with experience in commercial real estate or investment advisory preferred.Key...

Advisor required for a Leading Broking firm!!! - Advisor - Bring revenue to organization by helping clients invest more on his suggestions in equity market. - Sales pro, Street Smart, Confident to handle client’s objections & having in-depth knowledge in equity market are required skillsets - Work from office & field Job - Min 5 years of experienced in...

Company DescriptionUnien Financial Services is dedicated to shaping the future of wealth management through innovative technology and strategic partnerships. Our best-in-class platform allows us to provide tailored financial strategies, empowering clients to achieve their aspirations with confidence. With a team of experienced Wealth Managers, we deliver...

PCG ADVISOR - JDDesignation: Equity AdvisorRoles 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 penetration.Promote and cross-sell third-party investment products, including...

Job Description Description We are seeking a motivated and passionate Financial Advisor to join our team at PNBMETLIFE. This role is ideal for freshers/entry-level candidates who are eager to start their career in financial services and help clients achieve their financial goals. Responsibilities - Provide financial planning and advisory services to clients....

Greeting from NJ India Invest ...NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality...

Required a NISM - Investment Adviser - XA & XB CERTIFIED -(Certified Required / willing to take test) - Equity Market Location - Sector 5, Kolkata (WFO) Experience - 1+ years Requirement: ~ Education: B.Com, BBA (Finance), or equivalent in commerce/finance. ~ CFA: Level 1/2 cleared or currently enrolled (preferred). ~ Certifications: Willing to pursue...

**Advisor JD** **Roles and responsibilities**: - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. - To keep abreast with market knowledge and market intelligence - Responsible to ensure all activities are in...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI KOLKATA 700019. Role Description: INVESTMENT INSURANCE AGENTS This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and maintaining...