Investment Advisor

**Join DBFS as a Trainee Investment Advisor!** Are you a fresher with a passion for the stock market and looking for an exciting job opportunity in the stock market industry, DBFS is seeking talented individuals like you to join our team as Trainee Investment Advisors. If you are ready to embark on an exciting career in the stock market industry and have a...

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...

**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...

With a nominal target, recruiting financial advisors under him, develop a team, company will give training to the team, will get rewarded as per the performance. - Experience- 10 - 20 Years- Salary- 3 Lac To 6 Lac P.A.- Industry- Financial Services / Banking, Investments / Insurance / stock market / Loan- Qualification- Vocational Course, Diploma, Other...

Key Responsibilities: - Provide financial planning and investment advice to clients based on their financial goals. - Provide comprehensive financial advice on wealth management, mutual funds, and insurance (health & general). - Evaluate clients' financial needs and goals to recommend appropriate investment and insurance products. - Recommend and sell SIP...

Key Requirements: - Bachelor’s degree in finance, economics, or a related field; certification as a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar is a plus. - Proven experience in banking, wealth management, or financial advisory services. - Strong knowledge of investment products, including mutual funds, PMS, insurance,...

Investment Advisor RoleWe are seeking a highly skilled and experienced Investment Advisor to join our team. As an Investment Advisor, you will play a key role in providing expert guidance and advice to clients on their investment options and strategies.Your primary responsibility will be to advise clients on their investments in equity and derivative...

Areas Sales Manager, Investments & Third Party Financial Products Distribution1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking.2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at...

**Job description** Follow up on leads and enroll new clients Coordinate and conduct educational webinars/seminars Provide timely services to existing clients and ensure satisfaction Collaborate with financial planners for client support and renewals Bachelor's degree in finance or related field Proven experience in financial sales and business...

Kochi, India - Tech Hiring - 3111940 **Role Purpose** **Do** - Creates an enterprise-wide architecture that ensures systems are scalable, reliable, and manageable._ - Provide solution of RFP’s received from clients and ensure overall design assurance_Analyse technology environment, enterprise specifics, client requirements to set a collaboration design...