Job Placement for Financial Advisor and Client

5 days ago


Mayur Vihar Delhi Delhi, India NIFM Educational Institutions Full time

Dear Friends,

Regards

HR Elite Team

**Salary**
**- 2 to 2.4 LPA

**Industry**
**- Broking firm, stock market, financial market, banking and finance, mutual funds, loans and properties

**Role/Position**
**- Job Opening for the post of Financial Adviser and Client Relationship Executive

**Keyskills**
**JOB DESCRIPTION:
1. Understanding the customer needs and guide them investing their financial portfolio on MF, Bonds, FD, Equity, Etc. as per their requirement.
2. Acquisition of new clients though different models of market penetration.
3. Understanding the financial market and act accordingly.
4. Ready for executing new strategies and process to generate business.
5. Maintain good relation with clients.

1. Good communication and presentation skills.

**Terminal Operator**

**No. of Vacancy**: 3-4
- **Job Location**: Mayur Vihar, Delhi**ELITE WEALTH ADVISORS LTD**

**Company Profile
**Elite Wealth was established in 1990 to provide financial services to Retail, High Net worth Individuals, Corporate and Institutional clients. Elite Wealth is one of today’s upcoming equity research and broking houses of India. Elite Wealth offers a wide range of wealth generation solutions to individuals and institutions based on creative value-investing ideas.

**“ Full fledged financial supermarket and a One Stop Shop for Wealth Management”**

**Products & Services**
- Equity ,Derivatives, Commodity, & Currency
- Portfolio Management Services
- Financial Planning
- Wealth Management Services and Advisory
- Mutual Funds, IPO
- Insurance
- Depository

**Contact Details**

**Contact Person**:

- Rima



  • Delhi, Delhi, India Reputed Firm Full time

    Job Summary: The Online Financial Advisor Assistant provides critical support to financial advisors by handling administrative tasks, client communication, research, and preparation of financial documents. Working remotely or online, this role acts as a liaison between clients and financial advisors to ensure seamless advisory service delivery. The assistant...


  • Mayur Vihar, Delhi, Delhi, India NIFM Educational Institutions Full time

    Regards HR EWAL. **Salary** **- 3.1 LPA - 4.2 LPA **Industry** **- Brokering house, brokering firm, share market, bank and finance, security market **Role/Position** **- Job opening for wealth advisor **Keyskills** **Good oral /written communication skills Qualification: Minimum Graduate (CFP / Financial Planning Certification Preferred **No. of...

  • Financial Advisor

    1 day ago


    Delhi, Delhi, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 25,00,000

    Financial Advisor - Relationship ManagerThe key to our business success lies in delivering exceptional client service and building lasting relationships. As a Financial Advisor - Relationship Manager, you will be the primary point of contact for high net worth clients.This role requires strong selling skills, particularly in Mutual Funds, PMS, and Structured...

  • Equity Advisor

    3 weeks ago


    Delhi, Delhi, India INVESTMENT SOLUTIONS HUB Full time

    We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue through client portfolio advisory in equity,...


  • Delhi, Delhi, India Serving Skill Full time

    **Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...

  • Placement Executive

    7 days ago


    Sarita Vihar, Delhi, Delhi, India Asia Pacific Institute of Management Full time

    **Job Title**: Placement Executive **Experience**: 6 months to 1 year **Gender Preference**: Male **Key Responsibilities**: - Manage and update placement data efficiently. - Coordinate company visits for campus placements. - Communicate effectively with students and recruiters. - Assist in organizing and conducting campus placement...


  • Delhi, Delhi, India G D Goenka Healthcare Academy Full time

    **Company Description** GD Goenka Healthcare, part of GD Goenka Group, is a healthcare training organization having presence across India that aims to provide high-quality healthcare education and holistic life-saving services and solutions. **Role Description** This is a full-time on-site role for a Placement Executive / Placement Coordinator. The...


  • Delhi, Delhi, India Serving Skill Full time

    **Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...

  • Placement Officer

    6 days ago


    Kirti Nagar, Delhi, Delhi, India Samarthanam Trust for the Disabled Full time

    **Employer Engagement & Industry Linkages**: - Identify and build partnerships with companies, organizations, and recruiters to generate placement opportunities. - Maintain a database of potential employers across sectors relevant to the training programs. - Regularly interact with industry representatives to understand hiring trends and job requirements. -...

  • Equity Advisor

    4 days ago


    Delhi, Delhi, India Winsmart Jobs Full time

    JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS,...