Financial Advisor

JD for Financial Advisor Position: Financial Advisor Location: Delhi Role Specific Responsibilities: Main Responsibilities - Set up client files and add client data to the financial planning software. - Prepare forms, documents, and templates. - Type up client questionnaires & portfolio reports. - Download and collate documents and other research. -...

Job Summary: The Online Financial Advisor Assistant provides critical support to financial advisors by handling administrative tasks, client communication, research, and preparation of financial documents. Working remotely or online, this role acts as a liaison between clients and financial advisors to ensure seamless advisory service delivery. The assistant...

Financial Advisor - Relationship ManagerThe key to our business success lies in delivering exceptional client service and building lasting relationships. As a Financial Advisor - Relationship Manager, you will be the primary point of contact for high net worth clients.This role requires strong selling skills, particularly in Mutual Funds, PMS, and Structured...

**Position Name**: Group Leader** **Experience Required**: - 5+ years in Financial Markets - 2+ years in a leadership role **Roles and Responsibilities**: - Full P&L responsibility for the team, ensuring that financial year targets are met. - Drive new business initiatives as directed by the organization. - Deliver quality results within deadlines,...

Financial Advisor Qualifications / Skills:Financial Advisor Qualifications / Skills: Sales and Customer Service Personal Finance Reporting Skills Attention to Detail Deadline-Oriented Reporting Research Results Confidentiality Time Management General Math Skills Financial Advisor Qualifications / Skills**:Financial Advisor Qualifications / Skills**: -...

About Our Financial Expert RoleJob Description:We offer a fulfilling career as a financial advisor, where you will have the opportunity to make a meaningful impact on clients' lives by providing personalized financial solutions.Key Responsibilities:Develop in-depth understanding of our approach to effectively align client needs with tailored financial...

Job DescriptionAbout UsThe Financial Times is one of the worlds leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services worldwide.At the FT, curiosity thrives and ambitious thinking is rewarded. Here, youre given the chance to reach millions, create work that...

We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue through client portfolio advisory in equity,...

**Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...

**Job Title: PCG Advisor Key Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries &...