Investment Advisor

**Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...

**Desired Qualification: Postgraduate with Certification on NISM Series XA and XB.** **Retires Experience professional with desires qualification can also apply.** **Experience: 5+ years work experience. (In Relevant Field is Must)** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of...

Required a NISM - Investment Adviser - XA & XB CERTIFIED -(Certified Required / willing to take test) - Equity MarketLocation - Sector 5, Kolkata (WFO)Experience - 1+ yearsWe are seeking a motivated and analytical graduate, preferably a CFA candidate or holder, with a background in commerce (B.Com / related fields) and a strong interest in the equity...

Overview:We are seeking a highly capable finance professional with 3–5 years of experience in investment strategy, corporate finance, wealth management, or equity research to help our group plan and deploy a recently realized corpus.The role requires expertise in financial planning, asset allocation, and portfolio structuring to ensure strategic and...

Advisor required for a Leading Broking firm!!! - Advisor - Bring revenue to organization by helping clients invest more on his suggestions in equity market. - Sales pro, Street Smart, Confident to handle client’s objections & having in-depth knowledge in equity market are required skillsets - Work from office & field Job - Min 5 years of experienced in...

We are seeking a motivated Financial Services Sales Advisor to join our team. The ideal candidate will have experience in financial products, including Mutual Funds, AIFs, Bonds, and Insurance. You will be responsible for building and maintaining client relationships, understanding client financial needs, and guiding them suitable investment solutions to...

Role DescriptionThis is a full-time on-site role for a Senior Equity Advisor located in the Greater Kolkata Area. The Senior Equity Advisor will be responsible for providing strategic investment advice, managing client portfolios, conducting in-depth financial analysis, and delivering top-tier customer service. The role involves developing and maintaining...

A Financial Advisor is a professional who offers personalized financial guidance to individuals or businesses, helping them achieve their financial goals through strategic planning and investment advice. Key Responsibilities Client Financial Assessment: Evaluate clients' financial situations by analyzing income, expenses, investments, and goals. ...

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

Greeting from NJ India Invest ...NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality...