Equity Advisor

8 hours ago

Patna Bihar, India Raghav IT Solution Services OPC Pvt. Ltd Full time

**Key Responsibilities**:
**Client Relationship Management:

-**:

- Build and nurture strong relationships with clients through regular communication and engagement.
- Understand clients' financial objectives and provide appropriate investment solutions.
- Act as a primary point of contact for clients, addressing their queries and concerns promptly.

**Portfolio Management**:

- Analyze clients' financial situations, risk tolerance, and investment preferences to create customized investment portfolios.

Monitor and review client portfolios regularly, making recommendations for adjustments based on market conditions and client goals.

**Sales and Business Development**: Actively identify and pursue new business opportunities to expand the client base.

By forming a team of sales force acquisition of Clients and sub
- brokers.

Collaborate with internal teams to cross-sell and upsell various financial products.

**Qualifications and Skills**:

- MBA - Finance, Business, or a related field.
- Proven experience as a Manager or similar role in the financial services industry to handle a strong sales team.
- Strong understanding of financial markets, investment products, and wealth management will be preferred.
- Excellent communication and interpersonal skills.
- Sales-oriented mindset with a track record of meeting or exceeding targets.
- Relevant certifications (e.g., NISM) will be an added advantage.

Pay: From ₹60,000.00 per month

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 4 years (preferred)

Work Location: In person

  • Equity Advisor

    1 week ago

    Patna, Bihar, India Raghav IT Solution Services OPC Pvt. Ltd Full time

    Qualification required MBA Finance Experience required 8 yrs plus Location: - Patna Pay: ₹80,000.00 - ₹100,000.00 per month **Benefits**: - Provident Fund **Experience**: - total work: 10 years (preferred) Work Location: In person

  • Associate Director, HRBP

    6 days ago

    Patna, Bihar, India PW (PhysicsWallah) Full time

    Role Summary: The HR Business Partner (HRBP) acts as a strategic advisor and consultant to business leaders, aligning HR practices with business goals to drive organizational performance. The HRBP will be responsible for providing end-to-end HR support including talent management, performance development, employee relations, change management, and workforce...

  • Associate Manager HRBP- Patna

    1 week ago

    Patna, Bihar, India PW (PhysicsWallah) Full time

    Role Summary:The HR Business Partner (HRBP) acts as a strategic advisor and consultant to business leaders, aligning HR practices with business goals to drive organizational performance. The HRBP will be responsible for providing end-to-end HR support including talent management, performance development, employee relations, change management, and workforce...

  • Associate Manager HRBP- Patna

    6 days ago

    Patna, Bihar, India PW (PhysicsWallah) Full time

    Role Summary: The HR Business Partner (HRBP) acts as a strategic advisor and consultant to business leaders, aligning HR practices with business goals to drive organizational performance. The HRBP will be responsible for providing end-to-end HR support including talent management, performance development, employee relations, change management, and workforce...

  • Associate Manager HRBP- Patna

    3 days ago

    Patna, Bihar, India PW (PhysicsWallah) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role Summary:The HR Business Partner (HRBP) acts as a strategic advisor and consultant to business leaders, aligning HR practices with business goals to drive organizational performance. The HRBP will be responsible for providing end-to-end HR support including talent management, performance development, employee relations, change management, and workforce...

  • Associate Manager HRBP- Ranchi

    2 days ago

    Patna, Bihar, India PW (PhysicsWallah) Full time

    Role Summary:The HR Business Partner (HRBP) acts as a strategic advisor and consultant to business leaders, aligning HR practices with business goals to drive organizational performance. The HRBP will be responsible for providing end-to-end HR support including talent management, performance development, employee relations, change management, and workforce...

  • Academic Counsellor

    4 days ago

    Patna, India Qlass Edtech Full time

    **Job Description: Academic Counsellor** **Job Title**: Academic Counsellor **Department**: Academics **Reports To**: Academics Manager **Summary**: As the Student Counsellor, you will be the primary point of contact at Qlass Tech for our students. Your role will involve daily interaction with students, guiding them throughout their academic journey from...