Investment Advisor

With a nominal target, recruiting financial advisors under him, develop a team, company will give training to the team, will get rewarded as per the performance. - Experience- 10 - 20 Years- Salary- 3 Lac To 6 Lac P.A.- Industry- Financial Services / Banking, Investments / Insurance / stock market / Loan- Qualification- Vocational Course, Diploma, Other...

**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**:...

**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...

Client Advisor Job DescriptionWe are looking for a skilled Client Advisor to join our team. This role involves advising high net worth clients on equity and other financial products.The ideal candidate will have experience in managing large customer books and building strong relationships with business associates. They should also be able to provide deep...

Job RoleWe are seeking a seasoned investment professional to join our team as an equity dealer.About the RoleThe ideal candidate will have extensive experience in advising clients on their investments, placing orders on their behalf, and building strong relationships with clients.The successful candidate will be responsible for achieving brokerage targets,...

Job Description:We are seeking a highly skilled and experienced professional to join our team as an Investment Product Specialist. In this role, you will be responsible for identifying and empanelling qualified individuals to act as Independent Financial Distributors (IFDs).Key Responsibilities:Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance...

Seeking a senior advisor to lead business development with high net worth clients and B2B partners. Key responsibilities include advising clients on investment products, building strong relationships, and driving business growth through market understanding and client-centric approach.Key ResponsibilitiesAdvise Ultra HNI clients on a diverse range of...

Investment Advisor RoleWe are seeking a highly skilled and experienced Investment Advisor to join our team. As an Investment Advisor, you will play a key role in providing expert guidance and advice to clients on their investment options and strategies.Your primary responsibility will be to advise clients on their investments in equity and derivative...

**Job description** Follow up on leads and enroll new clients Coordinate and conduct educational webinars/seminars Provide timely services to existing clients and ensure satisfaction Collaborate with financial planners for client support and renewals Bachelor's degree in finance or related field Proven experience in financial sales and business...

Key Requirements: - Bachelor’s degree in finance, economics, or a related field; certification as a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar is a plus. - Proven experience in banking, wealth management, or financial advisory services. - Strong knowledge of investment products, including mutual funds, PMS, insurance,...