Investment Advisor

5 days ago

Jaipur Rajasthan, India Data Ingenious Global Limited Full time

**Key Responsibilities**:

- **Financial Analysis and Planning**: The investment advisor will assess the financial needs and goals of clients, considering their current financial status, risk tolerance, and future goals to devise a comprehensive financial plan.
- **Investment Recommendations**: It involve researching and analysing various investment opportunities in stocks, bonds, mutual funds, ETFs or other investment.
- **Portfolio Management**: Monitor performance, rebalance portfolios as necessary to maintain desired asset allocation, and adjust strategies based on changes in clients’ needs or market conditions.
- **Client Education and Communication**: Should be able to communicate effectively, providing clients with regular updates about their portfolios and explaining complex financial information in understandable terms.
- **Regulatory Compliance**: Investment advisors are required to maintain necessary records, providing required disclosures to clients, and acting in a manner consistent with fiduciary duty.

**Requirements**:

- **Education**: Bachelor’s degree in finance, economics, business, or a related field.
- **Experience**: Prior experience in financial planning or investment management.
- **Skills**: Should have strong analytical skills, detail-oriented, excellent communication skills and possess a understanding of financial markets and investment products.

Pay: ₹400,000.00 - ₹600,000.00 per year

Schedule:

- Day shift

Work Location: In person

  • Investment Advisor

    5 days ago

    Jaipur, Rajasthan, India Data Ingenious Global Limited Full time

    We are hiring for **Investment Advisor** for our organization. Experience - 5+ years Location - Durgapura, Jaipur **Roles and Responsibilities**: - Contact clients and set up meetings, either within an office environment or in clients' homes or business premises - Conduct in-depth reviews of clients' financial circumstances, current provision and future...

  • Insurance Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Financial Friend Full time

    **Job Title**: Insurance Advisor **Location**: Jaipur (On-site) **Job Type**: Full-time **About Us**: Financial Friend is a financial planning firm specializing in advanced personal finance and investment management. We provide expert solutions in insurance, mutual funds, retirement planning, and wealth management. Our mission is to simplify finance and...

  • Financial Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We are hiring Financial Advisors for HDFC Life to help customers plan their financial future and achieve their life goals. As a Financial Advisor, you will promote and sell life insurance and investment products to clients, provide financial guidance, and build long-term relationships.Key Responsibilities:Identify potential customers and explain HDFC Life...

  • Insurance Agent/Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Hdfc Life Insurance Company Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We are hiring Financial Advisors for HDFC Life to help customers plan their financial future and achieve their life goals. As a Financial Advisor, you will promote and sell life insurance and investment products to clients, provide financial guidance, and build long-term relationships.Key Responsibilities:Identify potential customers and explain HDFC Life...

  • PCG Advisor, B2B Franchisee Partner Alliance

    3 weeks ago

    Jaipur, Pune, Indore, India Quick Turtle Full time

    Job Description 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS),...

  • Equity Advisor

    1 week ago

    Jaipur, India Cubical Oprations Full time

    1. Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks, Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows. 2. Sourcing & deepening of relationships from existing customer base of customers 3. Work in close coordination with the...

  • Pvt Client Group Advisor

    3 weeks ago

    Jaipur, Pune, India Quick Turtle Full time

    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 &...

  • Mutual Fund Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Pleasant Inc. Full time

    **Position -Mutual Fund Specialist** Qualification: Graduation Mandatory Language: Excellent Communication Required Shift Timing: 9:00am to 6:00Pm (Monday to Friday) 10am to 5pm (Saturday) Job Skills: 1. Focused & Analytical Skills 2. Listening & Decision-Making Skills 3. Proficiency in MS-Excel 4. Knowledge Of Stock Market 5. Advanced Mathematics &...

  • Advisor - B2B Franchisee Partner Alliance

    3 weeks ago

    Jaipur, Indore, Cochin / Kochi / Ernakulam, India Quick Turtle Full time

    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 &...

  • equity derivative Advisor

    1 week ago

    Jaipur, Rajasthan, India Nayonika shares & Trading Hub Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Brief: The person will do advisory to assigned clients to trade and investment along with the risk associated with a prticulaer trade. Further intimating clients about market updates which will have impact on their protfolio. Cross selling of all investment products is also required.Responsibilities:1 Executing trades and inform clients.2 update...