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...

**Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** 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...

Role Description: INVESTMENT INSURANCE Advisor 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 relationships with existing clients. The Insurance Advisor will also be...

Job Description:Provide advisory services to high net worth individuals, focusing on equity, currency, and commodity markets. Manage a portfolio of large customers with significant investment capacity.Develop strong relationships with business associates, including partners, franchisees, and independent financial advisors, to increase business scalability...

Financial Solutions AdvisorJob Overview:A Financial Solutions Advisor plays a vital role in collaborating with Relationship Managers to maintain and develop their wealth management business.The key responsibilities of a Financial Solutions Advisor include:Wealth Management Strategy:Support Relationship Managers in creating comprehensive financial plans for...

About the JobWe are seeking a highly motivated and financially skilled student intern to join our team as an Investment Analyst. This is an extraordinary opportunity for self-driven individuals with an eye for investment advisory.

_We are looking for Investment Officer for one of the top Broking firms in the country. It is headquartered in Kolkata and has two offices in Mumbai. _ **Qualification -** Graduate / Post Graduate in the Accounts or Financial stream. **Preferred Experience** - **Experience in Investment field with knowledge of all classes of investment with a minimum of...

**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...

MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat 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...