Investment Advisor

23 hours ago


Kochi, India DBFS GROUP Full time

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is that of a Rainmaker.

**Job Types**: Full-time, Regular / Permanent, Fresher

**Salary**: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Kochi, Kerala: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 9349038007


  • Mutual Fund Advisor

    2 weeks ago


    Kochi, Kerala, India Actio Full time

    Many of us have a busy schedule, and it so happens that we tend to neglect the discipline aspect of investing. As a result, we struggle to keep our finances in check. Hiring a financial advisor would be beneficial since they can examine your net worth, help you identify your goals, and recommend ways to help you fulfill your aspirations. A financial...

  • CTO with Investment

    2 weeks ago


    Kochi, Kerala, India FinE: Financial Empowerment for Everyone Full time

    **Investment: ₹20-35 Lakhs (minimum ₹20lakhs with equity stakes)** We are seeking a **Co-Founder** who will play a pivotal role in shaping the future of our company. This individual will be part of the **founding team** and will contribute not only financially through a strategic investment but also through active participation in the management and...


  • Bengaluru, Calicut, Kochi, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.4) Create an incremental SIP Book5) Will be responsible for achieving New Business...


  • 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 Manager

    2 weeks ago


    kochi, India TekPillar® Full time

    We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards.This is a great opportunity for someone who enjoys guiding...

  • Equity Manager

    2 weeks ago


    Kochi, India TekPillar® Full time

    We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards.This is a great opportunity for someone who enjoys guiding...

  • Equity Manager

    2 weeks ago


    Kochi, India TekPillar® Full time

    We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards. This is a great opportunity for someone who enjoys guiding...

  • Equity Manager

    2 weeks ago


    Kochi, India TekPillar® Full time

    We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards. This is a great opportunity for someone who enjoys guiding...

  • Equity Manager

    2 weeks ago


    Kochi, India TekPillar® Full time

    We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards.This is a great opportunity for someone who enjoys guiding...

  • Equity Manager

    1 week ago


    Kochi, India TekPillar® Full time

    We are looking for an Equity Advisor with a strong passion for financial markets and client relationship management. The role involves providing personalized investment advice, managing client portfolios, and driving equity trading activities in line with company strategy and compliance standards. This is a great opportunity for someone who enjoys guiding...