Current jobs related to Investment Advisor - Kolkata - Ginteja Fintech Private Limited


  • Kolkata, West Bengal, India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job Title: Portfolio AdvisorWe are seeking a skilled Portfolio Advisor to join our team. As a Portfolio Advisor, you will be responsible for providing expert advice to clients on their investment portfolios. Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client...


  • Kolkata, West Bengal, India beBeeInvestment Full time ₹ 80,00,000

    We are seeking a highly skilled and experienced Investment Advisor to join our team. The successful candidate will be responsible for providing expert investment advice to high net worth individuals and families, with a focus on growth and portfolio penetration.The role involves executing trades and orders on behalf of clients, managing and strengthening...

  • Investment Advisor

    5 days ago


    Kolkata, India Ginteja Fintech Private Limited Full time

    **Desired Qualification: Post Graduate with Certification on NISM Series XA and XB.** **Experience: 5+ years work experience.** **Location: Kolkata** **Expected CTC: As per the experience and market standard** - Educate clients regarding the range of applicable investment options available to them - Increase client database by meeting new clients and...

  • Equity Advisor

    2 weeks ago


    Kolkata, West Bengal, India Wizz Technology Full time

    Required a Equity Advisor - (NISM Investment Adviser Level Required / willing to take test) - Equity Market Location - Sector 5, Kolkata (WFO) Experience - 1+ years **Requirement**: ~ Education: B.Com, BBA (Finance), or equivalent in commerce/finance. ~ CFA: Level 1/2 cleared or currently enrolled (preferred). ~ Certifications: Willing to pursue or...


  • Kolkata, West Bengal, India UpTye Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    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...

  • Financial Advisor

    4 days ago


    Kolkata, India Aditya Birla Sun Life Insurance Full time

    Company Description Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...


  • South Parganas, Howrah, Kolkata, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Strategic Financial AdvisorThe company seeks a skilled and results-driven Strategic Financial Advisor to provide expert guidance on financial products and services. Your primary responsibility will be to identify, recruit, and develop high-performing advisors who can effectively procure investments from the market.Key qualifications for this role include...


  • Kolkata, West Bengal, India beBeeOpportunity Full time ₹ 60,00,000 - ₹ 1,00,00,000

    About usAt our platform, we provide access to pre-IPO shares and global trade finance opportunities.Our vision is a future where accessing private markets is as seamless as navigating the public markets—an open environment that transcends traditional investing in India.About this roleWe are seeking an Investment Analyst focused on sourcing and evaluating...

  • Equity Advisor

    6 days ago


    Kolkata, India Chola Securities Full time

    Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: - Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. - Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...

  • Migration Advisor

    2 weeks ago


    Kolkata, India B.S.B International Full time

    **Benefits**: - Salary: Upto 50,000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT. LTD** **B.S.B...

Investment Advisor

2 weeks ago


Kolkata, India Ginteja Fintech Private Limited Full time

**Desired Qualification: Post Graduate with Certification on NISM Series XA and XB is must.**

**Experience: 5+ years work experience.**

**Location: Kolkata**

**Expected CTC: As per the experience and market standard**
- Educate clients regarding the range of applicable investment options available to them
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM.
- Wealth/ Portfolio Management understand client portfolio in terms of their risk their financial goals.
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products

**Salary**: ₹400,000.00 - ₹800,000.00 per year

**Benefits**:

- Leave encashment
- Paid sick time
- Provident Fund

Schedule:

- Day shift

**Education**:

- Master's (preferred)

**Experience**:

- Invest Advisor / Wealth Manager: 5 years (required)

License/Certification:

- NISM Certification of Series XA and XB (preferred)

**Speak with the employer**

+91-XXXXXXXXXX