Investment Advisor

**Key Responsibilities**: Job Title: Financial Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

**Position**: Investment Advisor **Location**: Indore **Job Overview**: **Key Responsibilities**: - Assess clients' financial needs, risk tolerance, and investment objectives. - Develop and recommend customized investment plans and strategies. - Monitor and manage clients' investment portfolios for performance and alignment with objectives. - Provide...

Job Description: Sr. Real Estate Investment Advisor Location: Indore Company Overview: MicroMitti is an innovative proptech fractional investment startup focused on making real estate investment accessible to a wider range of individuals. Our platform enables investors to pool their resources and collectively invest in carefully selected real estate...

Job Title: Strategic Financial AdvisorJob Description:Key ResponsibilitiesIdentify and cultivate high net worth clients through professional networking, referrals, and business development initiatives to expand client base and increase revenue.Understand clients' financial needs, risk tolerance, and goals to recommend suitable investment products, including...

**Key Responsibilities**: Job Title: Financial Advisor (Sales) **Company**: Equisense Research (SEBI Registered) **Role Overview**: As a Financial Advisor at Equisense Research, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and approach...

Job profile: sales Advisor Company Name: - Investelite Research investment advisor Job description:(work from office) Key Roles & Responsibilities: - Should have good communication skills - Should speak Hindi fluently. ( Hindi,) and English - Inform customers about the company's products/services and offers - Manage inbound and outbound customer calls in a...

We are looking for a motivated and skilled Financial Advisor to join our firm. You will provide personalized financial guidance to clients, helping them achieve their financial goals through investment planning. You will manage client relationships, develop financial plans, and offer tailored advice to individuals and businesses. **Key...

Job OpportunityWe are seeking a highly skilled and experienced wealth management professional to join our team. The successful candidate will be responsible for acquiring new high net worth clients, understanding their financial goals and risk appetite, and recommending suitable investment products.Key Responsibilities:Acquire new high net worth individuals...

Key Responsibilities:Make outbound calls to potential leadsShare complete details about our services clearly and professionallyUnderstand customer needs and explain how our services can help themConvince customers to purchase our servicesFollow up regularly with interested clients to close salesKeep records of calls and updates in the systemJob Types:...

Job Title: Investment Strategist">Investment strategists play a crucial role in helping high net worth individuals and ultra high net worth individuals achieve their short-term and long-term investment goals. Their primary responsibility is to provide exclusive product bouquets and superior service delivery to clients.">Main Responsibilities:">">Address HNI...