
Investment Advisor
17 hours ago
Educate clients regarding the range of applicable investment options available to them
Determine the risk tolerance of clients
Develop personally tailored investment solutions for clients
Follow through on the investment actions approved by clients
Maintain proper documentation of investment actions taken on behalf of clients
Maintain an up-to-date knowledge of investment products**Department**
All Departments
**Open Positions**
1
**Skills Required**:
Determine Risk Tolerance;Analyze Investment Options;Recommendations;Record Keeping;Legal Knowledge;Ethics Compliance;documentation;actions;solutions
**Location**
Mumbai / Chennai / Bangalore/Bengaluru
**Education/Qualification**
Any Graduate; Post Graduation Not Required; Doctorate Not Required
**Years Of Exp**
3 to 5 Years
**Salary**
400000 to 700000
**Posted On**
- 30-Dec-2019**Designation**
Investment Advisor
-
Investment Advisor
2 weeks ago
Mumbai, Maharashtra, India The Aghron Forum Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...
-
Investment Advisor
7 days ago
Mumbai, India The Aghron Forum Full timeCompany Description The Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...
-
Senior Investment Advisor
7 hours ago
Mumbai, India Puneet Pande Full timeRole DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
-
Senior Investment Advisor
1 day ago
Mumbai, India Puneet Pande Full timeRole Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
-
Senior Investment Advisor
1 day ago
mumbai, India Puneet Pande Full timeRole DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
-
Senior Investment Advisor
1 day ago
Mumbai, India Puneet Pande Full timeRole Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
-
Senior Investment Advisor
1 day ago
Mumbai, India Puneet Pande Full timeRole Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
-
Senior Investment Advisor
1 hour ago
Mumbai, India Puneet Pande Full timeRole DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
-
Investment Advisor
1 week ago
Ghansoli, Navi Mumbai, Maharashtra, India Core 360 Solutions Pvt Ltd Full time**Core 360 Solutions: Investment Advisor & Sales Associate for Stock Market Process** **Location: Navi Mumbai** **Salary: Up to ₹25,000 in-hand + exciting incentives** **We are hiring for a Sales Associate role in the Stock Market Process. This position involves understanding customer portfolios and pitching the company's membership plans for...
-
Investment Advisor
4 days ago
Mumbai, Maharashtra, India Money Honey Financial Services Pvt. Ltd. Full time ₹ 87,000 - ₹ 12,00,000 per yearFinancial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. Qualification: Minimum Graduate...