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...

We are looking for a Mutual Fund Advisor to guide clients in selecting suitable mutual fund investments based on their financial goals and risk appetite. The role involves client interaction, portfolio recommendations, and staying updated with market trends and regulatory guidelines. Strong communication skills and AMFI certification are preferred. Pay:...

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...

**Desired Qualification: Postgraduate with Certification on NISM Series XA and XB.** **Retires Experience professional with desires qualification can also apply.** **Experience: 5+ years work experience. (In Relevant Field is Must)** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of...

Job Specifications Role Designation: Sr. Advisor Department: PCG Function: Advisory Company: MOFSL Reporting to: Group Advisory Leader-PCG Location: Kolkata, West Bengal Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking, Investment...

We are looking for an experienced financial advisor to join our team in Bajaj Allianz Life insurance company. We are hiring male and female for the job profile. Experienced and fresher, any one can apply. If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position! Job location -Eco...

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...