Investment Advisor

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

Role : Insurance Advisor Also known as a financial advisor, an insurance advisor provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis. **Insurance...

DBFS Group is looking for **Investment Advisory Trainees** Qualification Required: Graduation / Post Graduation / MBA Posting Location: Kochi **Salary**: ₹10,000.00 - ₹20,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Kaloor - Kadavanthara Rd, Kochi - 682017, Kerala: Reliably commute or planning to relocate before starting...

Talrop is seeking dynamic and proactive Financial Advisors to lead our investment journey and be a trusted guide for individuals exploring smart investment opportunities. As a Financial Advisor, you'll play a pivotal role in simplifying and presenting our innovative investment plans, building lasting relationships, and helping clients make informed financial...

**Hindi Sales Advisor - Banking and Investments** Location**: Padivattom, Edapally** Experience**:* **Minimum 1 year of experience in banking sales / Customer support.* Language Proficiency**:Fluent in English and Malayalam; proficiency in Hindi or other languages is an advantage.** Qualifications**:* **Bachelor's degree is mandatory.* **Salary**:...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.4) Create an incremental SIP Book5) Will be responsible for achieving New Business...

**RM- Equity/ Derivative Dealer - # Urgent Requirement#** As an equity dealer, your primary responsibilities would include executing buy and sell orders for stocks, analyzing market trends, providing investment advice, and ensuring compliance with financial regulations. You'd also monitor stock prices, communicate with clients, and stay informed about...

We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards.This is a great opportunity for someone who enjoys guiding...

We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards. This is a great opportunity for someone who enjoys guiding...

We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards. This is a great opportunity for someone who enjoys guiding...