Finance Advisor

2 days ago

Bengaluru, India Carveout Tech Full time

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 & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
- Qualification - Graduation / Post Graduation

**Salary**: ₹50,000.00 - ₹80,000.00 per month

**Benefits**:

- Flexible schedule
- Provident Fund

Schedule:

- Morning shift

Supplemental pay types:

- Quarterly bonus

**Experience**:

- Equity advisor: 1 year (required)

Work Location: In person

**Speak with the employer**
+91 9740706061

  • Customer Finance Advisor

    5 days ago

    Bengaluru, India 3seas Solutions Full time

    Urgent Requirements!!! **Part Time Job Opportunity!!!!** Position: - **TATA AIA Life Insurance Advisor** Experience: - Freshers / 1-2 years as Finance Advisor, Job Details: - Business Generation, Customer follow up, Lead Calling. Benefits: - 1. Presents entrepreneurial opportunities. - 2.Offers limitless growth. - 3.Unlimited earning...

  • Corporate Finance Advisor

    5 days ago

    Bengaluru, India Prefect Hydraulics Private limited Full time

    **Corporate finance advisor/manager finance** We are providing complete solutions for testing several type of components on our test rigs which are equipped with latest data acquisition systems and are fully automated. We have provided test rigs for testing pumps, valves, etc which have least or no human intervention and will provided unbiased test reports...

  • Training Advisor

    4 days ago

    Bengaluru, India The Fortune Finance Full time

    COMPANY OVERVIEW: We Are Leader In Equity Market, Focusing On Technical And Fundamental Analysis To Convert Raw Data And Information Into Expert Advice. The Fortune Finance is one of the trusted names in the arena of the financial services. We provide our customers and investors with the stock market services and the entire gamut of advisory services at one...

  • Finance Advisor Mobility India

    2 days ago

    Bengaluru, India Shell Full time

    **The Role**: If you are a Finance professional who possess keen interest in driving business value through robust commercial mindset and curiosity and maintain external focus, then this is a great opportunity to grow your career and contribute to deliver a world-class investment case, thrive through the energy transition and a strong license to...

  • Property Advisor

    2 weeks ago

    Bengaluru, Karnataka, India Pin Click Full time

    Company DescriptionPin Click is a tech-enabled, independent real estate advisor. We work with real estate developers to market their residential inventory, accelerating sales and providing unbiased advisory services to simplify the home buying process for clients. Our mission is to transform real estate transactions into intelligent, efficient, and rewarding...

  • Property Advisor

    4 weeks ago

    Bengaluru, Karnataka, India Pin Click Full time

    Company DescriptionPin Click is a tech-enabled, independent real estate advisor. We work with real estate developers to market their residential inventory, accelerating sales and providing unbiased advisory services to simplify the home buying process for clients. Our mission is to transform real estate transactions into intelligent, efficient, and rewarding...

  • Property Advisor

    3 weeks ago

    Bengaluru, Karnataka, India Pin Click Full time

    Company Description Pin Click is a tech-enabled, independent real estate advisor. We work with real estate developers to market their residential inventory, accelerating sales and providing unbiased advisory services to simplify the home buying process for clients. Our mission is to transform real estate transactions into intelligent, efficient, and...

  • Strategic Financial Advisor

    3 days ago

    Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: Strategic Financial AdvisorThe ideal candidate will be a strategic financial advisor responsible for guiding project managers in making informed economic and financial decisions.Key Responsibilities:Risk Management and Margin OptimizationFinancial Reporting and Regulatory ComplianceA key objective is to accelerate customer invoicing and payment...

  • Property Advisor

    3 hours ago

    Bengaluru, Karnataka, India RBD Ventures Pvt. Ltd Full time

    Job DescriptionCompany DescriptionRBD Ventures Pvt. Ltd. is a Bengaluru-based real estate firm specializing in property development and real estate consultancy. We have a strong presence across India and Dubai, offering residential projects and curated premium properties through strategic partnerships with top-tier builders. Our projects focus on delivering...

  • Financial Advisor

    2 days ago

    Bengaluru, Karnataka, India Jobsin360 Pvt Ltd Full time

    _**FINANCIAL ADVISOR**_ **TELESALES PROCESS** **QUALIFICATION - 12TH** EXPERIENCE- **FRESHERS AND TELESALES EXPERIENCE IN FINANCE **MORE PREFERABLE LOCATION- INFANTRY ROAD,BANGALORE SALARY- **15000-20000(PLUS INCENTIVE)** WORK SHIFT- DAY SHIFT &SUNDAY WEEK OFF **Job Types**: Full-time, Permanent, Fresher **Salary**: ₹15,000.00 - ₹20,000.00 per...