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...

Trade Dealer/Advisor - Dealing experience is must - achieving **min 4X of revenue targets** in the existing Organization. - Currently managing or interested in **Client Acquisition** **(sales)**: - Should have completed **10+2+3** years of education **(Mandate)**: - NISM 8 certification - **Equity Derivatives mandatory** **Responsibilities**: - Advising...

One of India's leading banks is offering multiple job vacancies in Kochi. We are inviting candidates to join the Financial Consulting division of the firm. We are looking for candidates such as Ex-NRIs, Ex-Servicemen, Housewives, Tax Practitioners, Insurance Advisors (Life or General), and individuals from any Sales or Operations background. No age...

Job Description - Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance, Equity & Investment Products - Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. - Build rapport with these Partners & help them on-board their clients across products. - Conduct training of Partners for all our products across Direct Equity &...

Areas Sales Manager, Investments & Third Party Financial Products Distribution1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing...

Position Overview We are seeking a dynamic and strategic Head of Mergers & Acquisitions (M&A) to lead global inorganic growth initiatives for our IT Services and Staffing organization. This senior leadership role will be responsible for identifying, evaluating, and executing global acquisition and investment opportunities aligned with the company’s growth...

Job Description Cluster Manager, PFA (B2B) - Equity Broking & Investment Products QuickTurtle is seeking an experienced and dynamic Cluster Manager, PFA (B2B) - Equity Broking & Investment Products. In this leadership role, you'll be instrumental in managing, training, and motivating a team focused on partner alliances, driving the acquisition of new...