Investment Advisor

About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and...

**Job description**: - Expertise in handling clients and investments such as Bond and stock investment. - Good at sales by convincing clients to make them opt for either Bond or equity products. - Strengthening existing client relationships by enhancing engagement. - Offering broking services, including Demat and trading accounts. - Identifying the...

As a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized financial strategies, provide ongoing portfolio oversight, and build lasting client relationships. This leadership role...

**Job Title**: Life Insurance Advisor **Company**: Axis Max Life Insurance **Location**: Chennai **Job Type**: Part-time / Full-time / Freelance **Job Summary**: As a Life Insurance Advisor at Axis Max Life, you will help individuals and families plan their financial future by offering tailored life insurance solutions. This is a performance-driven role...

**Job Title**: Life Insurance Advisor **Company**: Axis Max Life Insurance **Location**: Chennai **Job Type**: Part-time / Full-time / Freelance **Job Summary**: As a Life Insurance Advisor at Axis Max Life, you will help individuals and families plan their financial future by offering tailored life insurance solutions. This is a performance-driven role...

Job Title : Process Advisor Location: Chennai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...

Roles and Responsibilities   Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile   Experienced Wealth Advisor. Expertise in...

A financial advisor is a professional who **helps clients manage their finances and provides suggestions for investments and planning**1**2**. A financial advisor’s job description includes **researching on investment products and strategies, interacting with clients, and recommending investment strategies and other financial management plans**2**3*. A...

Position Purpose Wealth Manager s primary objective will be asset gathering and increase client penetration wallet share through regular client meetings physical virtual Direct Responsibilities - Responsible for gathering assets for investment products such as mutual funds PMS AIF Corporate FD Investiger SGB Insurance and other products launched from time to...

Team: Sales Role: Client Advisor (B2C) About the company: Nobroker is a full stack player in proptech space and offers end-to-end services catering each and every real estate need of a customer. We recently attained Unicorn status by becoming the first prop tech player in India to reach $1 billion valuation. Roles and Responsibilities: - Attend the...